Your advice journey in 4 easy steps

At Whitsunday Wealth our process starts with getting to know you, your situation and what’s important to you.

BOOK A FREE CONSULTATION

OUR PROCESS

DISCUSS

Talk to us about your current financial situation, goals and what's important to you.

PLAN

We’ll recommend a plan and agree on a fee to achieve your goals.

ACTION

Working together, we’ll put your plan in place.

MAINTAIN

We'll help you stay on track, and update your plan as your life changes.