Our approach.

For you. For every stage of life.

Personal financial life planning that’s about one thing. You.

Because we work for you on a 12-month retainer, we’re more than traditional financial advisers. We’re your personal CFO and sounding board. No commissions. No doubts we’re always working in your best interests.

And that’s why our brand of personal financial planning and advice is just that. Personal.

Financial advice that revolves around your personal life goals.

Instead of starting with a limited range of financial products, we start with you and your life goals and work back from there, creating a financial plan that’s as unique as you are.

Instead of ‘consultations’, we simply have conversations. We talk. More specifically, you talk. And before we provide any sort of advice, we do a whole lot of listening.

What’s more, because we don’t work on an hourly rate, you don’t have to watch the clock.

Tell me more.

All of our financial planning expertise across all areas of your financial life.

All on tap.

How does our retainer-based financial advice work?

Working on a retainer means we’re constantly searching for new financial solutions and always working and advising in your best interests. We don’t take commissions or percentages of any kind.

And you can be equally sure we’ll work hard. If we don’t meet your expectations, you can walk away at the end of our 12-month engagement. And we don’t want that. We’re in this for life.

Talk to our financial advisers. See for yourself.

We’re so confident you’ll see the value in our retainer-based approach to financial planning and personal financial advice, you can tap into our advice and see how it works. No cost, no obligation.

The initial discovery and scope sessions in our all-about-you financial planning process are free. And they’re invaluable conversations. It’s where we help you define your life ambitions, discover what matters – really matters – to you in life, and then map out your financial life goals.

Let’s talk.

How we’ll work with you.

Discovery

What do you want to achieve in life? What’s on your bucket list? What do you dream of? What keeps you awake at night? We’ll help you work out the answers. It’s the first step on the journey to understanding where you are now, where you want to be, and how you’re going to get there.

Scope

We’ll give you your financial life on a page, mapping out where you are now, where you want to be, and how we can help you get there. By the end of this conversation you’ll understand exactly how we’ll use our financial planning expertise to help you, and how much our retainer will be.

Strategy

This is where the breadth and depth of our financial planning knowledge comes to the fore. During this session, we’ll discuss a range of strategies for achieving your financial life goals and, together, we’ll decide which strategy is the right one for you.

Advice

With your strategic direction agreed, we’ll document and then present our financial advice to you. And you can quiz us about all of it. All our advice – whether it’s investment, superannuation, insurance or business advice – is backed by hard evidence.

Implement

Once you’ve approved our documented financial advice, our financial advisers will set everything up and then give you regular progress updates.

Progress

Because we work on a retainer instead of an hourly rate, you can tap into our knowledge anytime. We’ll arrange regular progress reviews, where we’ll sit down with you, determine how your strategy is progressing and discuss whether we need to make any changes.

Financial planning advice you can count on.

More certainty about your financial choices and life. Fewer financial curveballs and less stress. No commissions. Find out more about how our retainer-based, financial planning advice works. Contact our personal financial advisers.

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