Our Process & Fees

OUR PROCESS

Our Financial Advisers take the time to understand what is important to YOU. Our focused approach helps us identify your goals and develop tailored strategies and solutions to help you achieve these goals.

We guide you through your financial decisions and simplify your finances so you can reach your desired outcomes stress free.

OUR FEES

Our initial discovery meeting is free of charge as we analyse your current situation and establish if we can assist you in reaching your goals.

We have a transparent pricing model, whereby all financial adviser fees are outlined in detail and are subject to your sign-off before we proceed any further.

Initial Advice Fee: Covers the work associated in establishing your personalised strategy. Our team spends considerable time analysing and modelling various strategies based on your personal situation and then presenting the best options to you. This Initial Advice Fee is calculated by accounting for the complexity and the breadth of the advice provided.

Ongoing Advice Fee: The ongoing financial adviser service fee is the amount we receive for implementing our ongoing advice to you. We aim to support you on your journey towards reaching your goals by providing ongoing guidance and mentoring. Our job is not only to make recommendations to you but also to look out for opportunities and to meet with you on a regular basis to review your circumstances.

For more information about our process for helping you reach your financial goals Contact us on 02 6033 2077