Comprehensive financial advice for a tailored financial plan
Do any of these sound familiar?
Managing money feels overwhelming and time consuming alongside your business, family, and everyday life.
You’re apprehensive of mismanaging a life-changing inheritance.
Retirement is ahead, but you’re unsure how much you need.
You’re missing out on interest with money sitting idle in cash accounts earnings minimal interest.
The investment and asset structures you’re in aren’t optimised for tax (including cash accounts).
You’ve been burned by past investment decisions that have knocked your confidence.
Previous financial advisers have left you feeling underwhelmed.
It doesn’t have to be this way.
We help smart people like you get off the financial treadmill to build lasting wealth and avoid future regret of not taking action sooner.
Advice that helps you achieve…
Defined Financial Goals
Whether seeking financial freedom or wanting to make your money work harder, we help you prioritise and plan for your goals. Leaving no stone unturned, we look out for you now and ahead to consider your beneficiaries.
Optimised Tax Structures
Protect your assets and preserve wealth through tax-effective structuring of your wealth, designed with Legal and Estate planning ramifications in mind.
Engineered Investment Portfolios
Increase your understanding of risk vs reward with our easy-to-understand approach and tailored investment recommendations based on your objectives and relevant entity.
Superannuation and SMSFs
Uncover the hidden power of Super by understanding and employing contribution strategies to help you achieve the tax effective outcomes and ensuring your SMSF complies with SMSF regulations (if applicable).
Mitigated Risk
Have a backup plan for your business or income and be financially protected against life’s uncertainties with appropriate insurances for you, your family’s wealth, and your livelihood.
Strategically Managed Inheritance
Transform inherited wealth into sustained financial growth with our guidance, which helps you make sensible inheritance management decisions that optimise your outcomes.
Fine-Tuned Pre-Retirement Income
Convert career success into financial freedom with strategies focusing on building substantial retirement wealth in your final earning years so you can work on your own terms sooner.
Fortified Retirement Income
Keep enjoying your lifestyle with assets generating the income to provide required drawdown strategies whilst considering portfolio longevity and tax efficiency throughout your retirement.
Strategic Estate Planning
Working with specialist estate planning lawyers, we carefully consider how to transfer your wealth in ways that protect your legacy, minimise tax implications and reduce the stress surrounding these important decisions.
Our approach
1. Initial Discussion
20-minute phone call to see if we're a good fit to work together.
Tell us about you, your financial situation, and your goals. We’ll explain how we work. By the end, you’ll get a feel for who we are, how we can help and know the next steps including an estimate of costs involved.
2.Initial Meeting
Two-hour in-depth meeting (in person or virtual) to dive into the details of your financial situation.
We'll explore all aspects of your financial affairs so we can understand how we can provide advice to optimise your position. We'll then confirm our understanding of your current financial position, the scope of advice we can provide, and the costs involved for your consideration and approval.
3. Your Plan
Around 6 weeks after being instructed to progress, we’ll be ready to present your tailored Statement of Advice (SoA) that includes recommendations for investments, super, insurance, and estate planning that are in your best interest.
4. Your Implementation
Once you’re comfortable with the recommendations, we make them a reality by lodging paperwork and dealing with all relevant providers on your behalf to get you set up.
5. Your Progress & Support
We become your trusted point of contact for all financial matters. Our formal Annual Review ensures we remain on track and make any adjustments as required. Whether it's using us as a sounding board or anytime those life changes require a shift in your plan, we’re here to assist you.