Tailored Financial Advice

Transforming your goals into reality with a tailored financial plan.

Tailored Financial Advice

Transforming your goals into reality with a tailored financial plan.

Your Advice Journey

Your roadmap to financial freedom involves the following key steps.

We will be there to guide you through each step of the process.

Step 1

Initial Inquiry

We will contact you for an informal hello. We’ll be keen to capture what’s prompted you to contact us and your motivation for seeking financial advice. We may even send you some homework!

Step 2

Complimentary Meeting

This is a complimentary one hour chat where we will determine your current financial situation and uncover what’s important to you & what you’re working towards (goals & objectives).

Step 3

Info Gathering & Quote

We gather all your relevant information and collate this into a Fact Find document. High-quality input results in high-quality output. After understanding your situation and goals, we’ll offer a written quote.

Step 4

Preparing your financial plan

Once you choose to engage us, we will deliver our advice via a Statement of Advice (SoA). It includes recommended strategies, products, and services, along with a timeline and accountability process, serving as your roadmap to achieve your goals and objectives. Your plan will be presented to you either in person or via video conference.

Step 5

Implementing your plan

Once you have a clear understanding of our advice and are feeling confident, your financial plan will be put into action. Implementation involves administrative tasks and legislative documentation. We take care of this for you!

Step 6

Ongoing Review

Your circumstances, lifestyle and financial goals change over time. Markets, legislation and products available also change. So it’s important that your financial plan is regularly reviewed, to ensure you keep on track.

Who is suited

You may be suitable for Tailored Financial Advice if you have ever considered the following:

I am at a crossroads with my finances and uncertain which path to take.
I want to do more with my money but not sure how to.
Will I have have enough money for a comfortable retirement.
How will I support my family's lifestyle if I get injured or suffer an illness.
How am i going to fund my children's education.
How can I attain a clear pathway to financial freedom.
What to do with a recent bonus, pay rise or inheritance that’s come my way.
You are time poor and lack capacity to effectively manage your finances yourself.

Then you can benefit from personal financial advice that is tailored to your unique needs.

We will create a strategic plan that will be the roadmap to get you from where you are now, to long term financial fulfilment.

Who is not suited

Not everyone is suited for Tailed Financial Advice…

We provide candid feedback. To make the process effective, you should be open to constructive criticism.
To enhance your financial situation, you may need to modify your habits. You need to have the readiness to embrace change.
You must be willing to commit to improving your financial position and be receptive to personal advice. If you're not ready to invest in your financial future, our service may not be the best fit for you.
A tailored financial plan involves an in-depth analysis of your current financial situation. If you're not comfortable sharing your financial information with us, our service may not be suitable for you.
We get paid by charging you a fee. If you're not willing to pay a fee for advice, we invite you to visit our Insights page, where we offer free general information.

For more general advice, check out the free resources at MoneySmart.

Does Location Matter?

No, thanks to integrated technology such as Zoom and Microsoft Teams, we service clients of all types across Australia remotely.

What About Cost?

We operate on a fee for service basis.

We only charge a fee where we believe we can add significant value to our client’s affairs. The fee is always quoted in advance and is based on the time and complexity of all the work that we are assigned to undertake as part of our engagement.

The upfront cost to prepare and present a formal advice strategy, tailored to your needs, starts at $1,100 inclusive of GST. It may increase from there due to complexity and scope of the advice.

What can we do for you? Let's Chat

Our first appointment is free, and we will quote fees for services provided prior to commencing work on your behalf.