Our business philosophy is to “help you make confident financial decisions” which underpins everything we do for you. Our work with you and your trust in us will be aligned with this core value. We are proud to offer financial & family services targeting excellence in the marketplace through open & honest communication in a professional and ethical manner.
“Preparatory”
- We discuss your personal values and the key financial issues you currently face as the foundation of our relationship
- Six key drivers sum up: your investment time horizon, risk profile & asset allocation/portfolio construction, withdrawal strategy, tax efficiency, and consideration of financial protection if health or accident disrupt.
- Understand there is a trade-off between more of something now or less of something else.
- Assist to set priorities, specific & measurable goals, and objectives.
“Strategy”
- Our business stands by its tagline of “helping you make confident financial decisions”.
- Help you consolidate various superannuation funds. Develop strategies for superannuation and assist you with financial decisions through the accumulation phase and into retirement.
- Discuss financial pressure points and develop strategies to minimise financial risk as a barrier to not achieving your goals & objectives.
- Deliver understandable financial advice, without jargon and find suitable cost-effective solutions.
- We provide Personal Advice specific to you, we educate & support you, and don’t bang on about product, historical returns, and outlandish expectations.
“Implementation, Management & Review”
- Project management for set-up, any liaison required with other advisers, particularly tax, legal or medical.
- Our Service plan is designed to engage you in the process and value the part we play to ensure your projects are covered now & into the future.
We prefer to operate for a set fixed fee, we do understand that some life insurance business is better priced for you on a commission basis. We don’t hide fees & disclose our charges upfront before we start working for you. Let us show you how our fixed cost plan is in your best interest over the long term.
We welcome new clients to our business and trust you will find the information on this site preparatory to developing a lifetime commitment to your financial security.