Services
Financial Planning
Discover financial security with our tailored planning services. We create a personalised roadmap to reach your goals. We guide you through budgeting, investments, and life events, ensuring you're equipped for a secure and prosperous future.
Retirement Planning
Build a confident path to retirement with strategic planning. Our advice is designed to maximise your financial position both in and leading up to retirement. Start your journey today for a more secure retirement.
Budgeting & Cashflow
Optimal cash flow management is crucial for overall financial health. You are never going to achieve your goals if you don’t manage your money effectively. Take control of your finances with our expert advice.
Superannuation
From selecting the right fund to optimising your investment mix and managing contributions – we break down the complexities of superannuation. Our approach makes it easy for you to accelerate wealth accumulation and feel assured about your financial future.
Investments
Grow your wealth strategically with our investment expertise. From portfolio diversification to risk management, we help you make informed decisions for long-term financial success.
Environmental, Sustainable, & Ethical Investments
Invest with purpose. Explore opportunities that align with your values through our environmentally, sustainable, and ethically focused investment strategies.
Wealth Protection
Safeguard your financial legacy with personal insurance. We tailor comprehensive plans to protect your assets and secure your family's future.
Debt Management
Take control of your financial health by managing and reducing debt effectively. We provide strategies to alleviate financial stress and build a path to financial freedom.
Estate Planning
Preserve your legacy and ensure your assets are distributed according to your wishes. Our estate planning services provide peace of mind for you and your loved ones.
Financial Modelling
Make confident decisions with our precise financial modelling services. Using advanced tools, we create clear forecasts for strategic planning and investment analysis. Our simplified approach helps optimise your strategies for success in complex financial scenarios.
Tax Planning
Maximise earnings and minimise tax through our strategic planning. Since tax impacts nearly every financial decision, structuring your investments in a tax-effective way is crucial for financial success.
Types of Advice
One-off advice
Summary
- Not everyone needs ongoing advice. You can receive limited advice on a single issue.
- This is usually for superannuation only or investment only advice.
Topics
- Review and grow your superannuation.
- Selecting a super fund.
- Choosing an investment option(s).
- Contribution strategies.
- Insurance available through superannuation.
- Low-cost ETF portfolios.
- Investment strategies.
- Risk tolerance assessment.
Delivery
- Phone
- Virtual
- Face-to-face (Brisbane & Gold Coast only)
Fees
- From $2,000 + GST for a one-off Financial Plan known as a Statement of Advice (SOA).
- You may be able to deduct a portion of the advice fee from your super fund.
Scaled advice
Summary
- This relates to personal financial advice limited to a specific area or areas.
- You can generally cover 2-4 strategies with scaled advice.
Topics
- Retirement and pre-retirement planning.
- Transition to Retirement.
- Determining Centrelink entitlements.
- Superannuation.
- Cash flow and budgeting.
- Investment advice.
- Wealth protection.
- Risk tolerance assessment.
Delivery
- Phone
- Virtual
- Face-to-face (Brisbane & Gold Coast only)
Fees
- Fees will vary depending on the type and complexity of personal advice you require. From $2,500 + GST.
- You may be able to deduct a portion of the advice fee from your super fund.
Comprehensive advice
Summary
- This service usually covers multiple strategies and takes a complete view of your financial situation.
Topics
- Holistic wealth management and retirement planning.
- Tax effective income streams.
- Superannuation.
- Debt management.
- Investment advice.
- Wealth protection.
- Risk tolerance assessment.
Delivery
- Phone
- Virtual
- Face-to-face (Brisbane & Gold Coast only)
Fees
- Fees will vary depending on the type and complexity of personal advice you require. From $3,500 + GST.
- You may be able to deduct a portion of the advice fee from your super fund.
Ongoing advice
Summary
- Advice to keep you on track to achieve your goals.
Topics
- Holistic wealth management and retirement planning.
- Review your goals and objectives.
- Review your investment strategy.
- Adjust your plan when your circumstances change.
- Adjust for any relevant legislative changes.
- Risk tolerance assessment.
Delivery
- Phone
- Virtual
- Face-to-face (Brisbane & Gold Coast only)
Fees
- Fees will vary depending on the type and complexity of personal advice you require.
- You may be able to deduct a portion of the advice fee from your super fund.
