Service Offerings

Your professional and financial life is starting to get serious. You know you should start thinking about the future but you don’t know where to start. You are looking to build a solid foundation from which to grow.

Typical Stage of Life:
 High-achieving 25-35 Year Olds 

Financial Assets:  Up to $500k 
Or
Household Income:  $200,000 – 300,000 

What you get:
Establishment Financial Plan designed to ensure you’ve got the basics covered and are positioned to make the most of your future.

Access to a range of ‘pay-as-you go’ style services, as well as coaching and education sessions.

Upfront Fee: $2,200 - $4,400

*A range of optional services are available, billed as one-off costs at the time they are requested 

Limited availability - register for the waitlist

You are hard-working, goal-oriented and have big dreams for yourself and your family. You want to partner with a trusted professional who will help you in building wealth and guide you on your journey towards financial independence.

 Typical Stage of Life:
Prosperous 35-50 Year Olds
Reflecting 50-60 Year Olds

Financial Assets:  $500k - $2MM 
Or
Household Income: $450,000+

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.

Minimum Ongoing Fee: $7,000 p.a. (Plus GST)

You have built a significant amount of wealth and now want to ensure it is put to the best use for yourself and, potentially, multiple generations of your family. You want the peace of mind that comes with knowing your financial world is being stewarded by a team of professionals.

Typical Stage of Life:
Reflecting 50-60 Year Olds
Self-funded Pre/Post Retirees

Financial Assets: $2MM - $10MM
Or
Household Income: $500,000+

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.

Minimum Ongoing Fee: $12,000 p.a. (Plus GST)