About Us

Our Approach

We believe everyone should have the opportunity to live their best life, take financial control and create a financial plan that achieves what REALLY matters to you. Together we can Make it Happen, here’s our 4-step approach:

First Meeting

This meeting usually follows an informal telephone discussion. Its purpose is to articulate your existing financial position; understand your needs and lifestyle goals; and determine whether together we are able to achieve the right outcomes for you – put simply, your relationship with us will add significant value for you.

Recommendations

Based on the information you have provided and additional context we have established, we will prepare our recommendations. During your next meeting, we’ll present the options available to you and why these are right for you.

Implementation

Following your careful consideration and formal approval of our recommendations, we get to work. Among our first steps, we liaise with your other professional advisers – your accountant, lawyer, lender and others – to create an informed advice environment that’s synchronised to consider your entire financial life.

Review

When life changes for you, we’re just a phone call away and ready to help. However, your regular scheduled reviews allow for evaluating progress and adjusting your financial plan as circumstances and needs change.

We’ll provide the financial advice, planning, support, understanding and ACTION you need for Making it Happen. This is our commitment to you.

The First Meeting

From SOS to Achieving Your Goals

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Holistic Management & Coordination

Our award-winning approach involves managing relationships and coordinating with each of the professional disciplines who contribute to your financial life to create a truly seamless financial plan.

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Ongoing Reviews

If step one is to determine a comprehensive financial plan tailored specifically for you to meet your goals, then step two, with us by your side, is regular reviews that help you stay on track.

Scheduled reviews enable you, and us, as your financial planner to respond to the changes that life brings. These life changing events might include the arrival or loss of a family member, a significant purchase or inheritance, a change of job or taking retirement; all events that we want to be sure are considered in your ongoing plan.

We’ll spend days preparing for your review, ensuring your agenda covers all the right information to confirm the context and the principles at the centre of our relationship with you. Further to the standard discussions around superannuation, investments and insurance, this meeting will consider unique investment opportunities, travel and holiday plans, supporting your family and even philanthropic opportunities. We’ll look at your short and long-term goals and provide you with an accurate, up-to-date snapshot of your total financial position.

Your Portfolio

We review your investments and investment strategy, including superannuation.

Your Insurance

We consider the appropriateness of your cover as your circumstances change.

Your Future

We’ll ensure your estate planning is current and reflects your wishes and goals, including any plans to retire.

Legislative Changes

We keep an eye on current and upcoming legislation to ensure your strategies capitalise on the right opportunities provided through government changes.