How We Work?

We want to get to know you and understand what you are looking to achieve, in our initial meeting we ask you to share a lot with us and we are more than willing to share back. Having a deep understanding of what you want enables us to recommend the most appropriate instruments (areas of advice) to create your personal advice strategy.

We are a fee for service boutique firm. Our focus is to provide the best strategies for you and any products we recommended are well researched to ensure they complement your strategic plan; products are simply there to serve the greater purpose rather than our main focus.

Goal Setting

Setting sharp, clearly defined goals allows long-term vision of your ideal future while providing short-term motivation to make it happen. We will help you articulate your goals so we can develop the strategies to achieve them.

Financial Mapping

Do you want to see if you can meet your financial targets? We will create a personalised financial model that graphically illustrates your financial pathway. This long-term visualisation will assist in decision making by demonstrating the impact of each financial decision you make.

Coaching

It’s relatively easy to set a plan and goals, but it can be much harder sticking to them and staying accountable. We track performance and short term targets of key areas of your finances and have regular “board meetings” to assess progress and any changes that need to be made.

Cashflow Management

Do you know where your money is going? Cashflow Management is one of the key ingredients required to ensure you achieve your financial and lifestyle goals. We will help you understand your income and spending habits and assist you to make any necessary changes to maximise your financial position whilst enjoying your life today.

Investment Management

In this age of information, there are almost infinite avenues available when it comes to investment. How do you cut through all the noise to construct the most appropriate portfolio of assets to meet your needs? Our experienced team has access to world leading research and fund managers that we can utilise to create the best investment solutions for you.

Lending & Finance

It goes without saying that we can access great rates and great lending products to meet your needs. Our point of difference is ensuring your debt is structured with the future in mind; we will consider your existing financial strategy and tax effectiveness of your debt to ensure the most efficient outcomes for your needs.

Superannuation and Retirement Planning

How many times have you ever executed something perfectly the first time you attempted it? We have planned and executed countless retirements and know exactly how to give you confidence in taking that enormous step in life. Superannuation is a tax vehicle that is very useful in planning for retirement, but what is the best way to navigate through the ever-changing landscape of super? How should you administer your funds (industry, retail, self-managed)?

Estate Planning

This is a large part of your Plan B. While it is not a fun topic to discuss, having a Plan B is a critical foundation to your financial success. We will walk you through the process of identifying your Estate Planning needs; Wills, Power of Attorney, Letter of wishes, buy sell agreements etc., help you to decide who best to nominate to these trusted roles and appoint an appropriate law firm to ensure your needs are met.

Insurance

The cornerstone of your Plan B. What happens if… If something unexpected happens to you or a family member how will you continue to live the life you planned to live. Will lack of money stand in your way? We have a specialist team experienced in understanding your personal needs and putting together the most appropriate insurance strategy to meet your needs and budget. There are many things that can stop you from living the life you want to lead, we ensure that when a crisis occurs you are well funded so you can focus on what is most important.

Legal

Having the right legal documentation in place is critical to your financial protection. Whether it be your estate planning, a shareholders agreement, loan or financial agreements to a trust deed, having the right legal expertise can save a lot of trouble down the track. We help you with what is required, and how it should be structured, with regard to your assets and interests.

Accounting

Having a good Accounting team is so much more than completing a tax return and having your compliance documents lodged on time. Whilst we do those things with great skill, we also offer advice on your structuring (trusts, SMSF, company etc.), Chief Financial Officer services to businesses, strategic business planning, management reporting and bookkeeping.

Self Managed Super

There are many reasons you may wish to establish your own super fund, we can assist in whether this appropriate for you and take you through from establishment to assisting in the running of your fund. Pair our strategic SMSF skills, with our Investment knowledge and Accounting team and you have all the right ingredients for a quality SMSF.

General Insurance

Business, Car, Home, Boat insurance; too busy to ensure you are getting the best deal and reading the fine print to ensure you are receiving quality cover. Speak with our General insurance team to ensure you have quality cost effective policies in place.

Contact us if you are ready to take control of your financial world