LIVE
your best life
What you get:
Comprehensive Financial Plan tailored to your needs and designed to give you the best chance of achieving your objectives.
Specialised ongoing guidance on all facets of your financial life, driven by semi-annual progress meetings and a range of informal touch-points.
Your Ongoing Advice Partnership covers:
Wealth Accumulation Planning
Regular progress tracking
Financial Wellbeing
Estate Planning
Investment Management
Risk Management
Debt Management
Education
Minimum Ongoing Fee
$7,000 p.a. (Plus GST)
Things to consider
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Unlike many other Financial Planning firms, we are 100% independent, meaning we do not receive any commissions for products we've recommended. Because of this, you can always be sure that we have your best interest in mind.
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We have over 100 years of experience managing portfolios and helping people just like you, achieve their financial goals.
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While financial planning may seem like a significant upfront investment, the long-term clarity, security, and wealth-building it provides can far outweigh the initial cost—turning today’s expense into tomorrow’s peace of mind.