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Who we help

Our clients are farmers, business owners and mums and dads who don’t have time to do the thinking and tinkering involved to organise, grow and protect their money.

You need structure and direction

You’re in the thick of it, juggling your business or career and raising a family. You’re making decent dollars, but your finances are all over the shop. You want to be clear about what you’re working towards and feel confident you’re making the right decisions today and along the way as your life evolves.

You want choices

Whatever retirement means to you – whether it’s saying goodbye to paid work forever or working the land until you drop – you want to know your options and when you will have enough money to choose to do what you want, when you want, not limited by money worries.

You want your money to last

You worked hard and put away a healthy nest egg. But, you still wonder if you’ll have enough money to enjoy all the places and pursuits you pictured in retirement. You want to sleep easy at night knowing you’ll have enough retirement income to support your lifestyle and that your money will last the distance. And you don’t want to stress about every dollar you spend.

How it works

Snapshot

15 minute call to find out a bit about you, and ensure a discovery meeting will be beneficial for you.

Discover

Initial appointment, where we get to know you and you get to know us. We confirm your objectives and goals and discuss some ideas and options with you.

Visualise

Meeting to discuss big picture cash flow and goal projections. We use our interactive tool to see the impact of various scenarios and demonstrate how we can help and our fees to move forward.

Plan

We crunch the numbers and give you a clear action plan with the financial structure and steps to address all your priorities and 'what ifs'.

Action

Dedicated liaison to implement your personal financial plan.

Progress

Feel confident and secure in the knowledge that your experienced team is ensuring your financial plan stays on track. Yearly review for Essentials clients and bi-annual discussion and yearly review for Elevate clients.