Frequently Asked Questions

Here are some of the most commonly asked questions we receive from clients. We trust these answers provide you with relevant information needed to make an informed decision about your financial planning needs.

Financial planning is the process of developing a roadmap to help you achieve your financial goals. This roadmap will help you evaluate your current financial situation, identify your goals, and develop a plan of action to achieve those goals.

We provide a wide range of financial planning services, including retirement planning, investment planning, superannuation, estate planning, and tax strategies. Our fees vary according to the complexity of the services you require. We will provide you with a detailed fee schedule quote upfront before beginning any service.

For clarity, we charge $1,100 (inclusive of GST) for a Statement of Advice if this is needed. However, in instances where your advice needs are complex (overseas assets and various structures) this may become $2,200 (inclusive of GST).

A financial planner can help you make informed decisions about your finances, develop a plan to achieve your financial goals, and manage risks that could impact your financial success. By working with a financial planner, you can get a comprehensive understanding of your financial situation and develop strategies that align with your goals.

We use a variety of strategies to help our clients achieve their financial goals. These include investment diversification, risk management, tax-efficient strategies, retirement planning, and estate planning. Strategies used are dependant on the needs of the client and what is practical to implement.

Yes, we offer superannuation services. We can help you evaluate your superannuation options, including self-managed superannuation funds (SMSFs) and traditional superannuation funds.

Yes, we offer investment planning services to help our clients grow and diversify their investment portfolios. We have the ability to guide you through the investment process to help you make informed decisions relevant for the current economic cycle.

We take your privacy and confidentiality seriously and ensure that all client information is kept secure and confidential. We use industry-standard security protocols to protect your data and adhere to strict confidentiality agreements with all of our clients.

We recommend reviewing your financial plan at least on an annual basis to ensure that it is still aligned with your goals and to make any necessary adjustments. Of course, if there are changes in your personal or financial situation, you may need to review your plan more frequently to keep it up to date.

We understand that circumstances can change, and you may need to adjust the services you require. We are flexible and can tailor our services to meet your changing needs.

We believe that our clients’ satisfaction is of the utmost importance. That’s why we don’t operate on any lock-in contracts that could potentially leave our clients feeling trapped in our services. Our goal is to provide clients with tailored and valuable advice, and we aim to achieve this through a collaborative process that leaves clients feeling empowered rather than beholden.

To get started with our financial planning services, simply contact us by filling in our form on the contact page. Alternatively, you may email or phone to schedule an initial consultation. During this consultation, we will discuss your financial goals and determine which services are the best fit for your needs. From there, we will develop a plan of action to help you achieve your financial objectives.