We are a team of individuals who truly believe that good quality financial advice should be affordable and available to all people, no matter what their situation or their walk of life. 

Your situation might be simple or it might be complicated.  What is most important is that as your adviser, our service package reflects what you do need and does not incur costs for services you don\’t need.

Where is your superannuation invested and what fees are you paying?  What occurs if something happens to you – who receives your super and your insurance?  Are you thinking about how much super you\’re likely to have when you retire and will it be enough?  Do you need insurance and if so, how much and what type?  Are your existing insurances competitive, what you really need and still in place given the changes to superannuation laws?  If you don\’t know the answers then it could be time to seek financial advice.  Affordable ongoing financial advice should be available to all and can prevent adverse financial consequences in the future.   

Our clients also retain us for a range of more in-depth financial planning services should they be required, including investing, self-managed super, planning for retirement, changes in family circumstances or managing risk in businesses or partnerships.

Because we strongly believe everybody should have access to financial advice, we have developed a range of service packages to get our clients organised and keep them organised.   Our ongoing advice packages start at $750 per person per annum (excluding GST), the cost is always confirmed upfront and can never be charged without your explicit agreement, in writing.  Ongoing fee arrangements are reviewed at least every 2 years and the ability to deduct superannuation advice fees from your superannuation account may mean that not only are you better informed and better protected, but your personal cashflow is not affected.

You are the client so our job is to make this process as easy as possible for you.  If you prefer, we can start our discussion process by phone or we can communicate with you electronically as much as possible, if you prefer that.   The objective will be to gather the information that we need so we can present to you a proposal for how we might enable you to be better informed and better protected.