We charge a fixed dollar fee variable to your financial complexity and needs. You can see the guide to our fees on our Financial Services Guide.

There isn't a fee for an initial consultation. You can see the guide to our fees on our Financial Services Guide.

We allow an hour and a half for an initial consultation, so we can have enough time to hear about your goals and see if we're a good fit to help you. When we have an initial planning meeting, it can run for up to two hours.

Yes, we meet with you online or in person. The benefit of technology means you can still meet with our advisers if you live in another state, are travelling overseas or just don't want to battle the traffic.

All of our contact details, including our address, are on our contact page.

We focus on proven investments such as Equities, Property, Fixed Interest and Alternatives. The types of investments we may recommend for your portfolio will be related to your risk profile, timeframe and preferences. Everyone is unique and your investment portfolio should reflect that too.

You should always consult your tax accountant on the deductibility of any fees. However, if you pay any ongoing advice fees, they may be tax-deductible to you personally.

Yes, we operate our own Australian Financial Services License (AFSL) which has been issued by the Australian Securities and Investments Commission (ASIC). This means that our advice isn’t influenced by any dealer groups or institutions

We won’t replace your accountant or do your tax returns, but we’ll make sure your investments and financial strategies are tax effective. When helpful, we’ll collaborate with your taxation accountants on specific matters.

Yes. It can be hard to understand what impact your choices, strategies and investments will have on future goals and intentions. We use market-leading financial modelling to help you understand if you’re on track and give you content for important decisions.

We work with a range of clients who have varied needs. Some have created wealth via businesses, some have received inheritances, some have high super balances or investment portfolios and others have been higher income earners.

Each client has their own financial journey and needs, so our services are tailored on an individual basis. At our initial consultation, we spend time discovering your goals, so we can determine if we will be a good fit for your financial advice needs.

You can read some of our client stories here.

We offer a range of services that are tailored to your specific needs. You can see all of our services on our Services page and also read about some of the clients we’ve helped on our Case Studies page.

You can read all about our team, which includes our financial advisers, on our About page.

Getting advice is new to many people, so not understanding the specifics of what financial advice you need is normal. We have some client stories that can help guide you about how we help our clients.

The best step is to book a time to speak to one of our financial advisers about your unique situation.

We’ve got an extensive network of high calibre professionals to refer you to and collaborate with. This includes accountants, mortgage brokers, estate planners, family lawyers and more. We also work with professionals that you may already have an existing relationship with.

We only work with clients that we feel we can add value to and help them achieve their goals. If we aren't a good fit after having an initial discussion, we can refer you to another firm who would be better positioned to help you.

We are committed to protecting your privacy. We have a Privacy Policy that sets out how we collect, hold, use and disclose your personal information.

A Statement of Advice (SoA) includes an outline of the strategies, investments and financial products recommended to help you achieve your goals and improve your financial wellbeing. It also contains details on costs, conflicts and any benefits your Adviser will receive. It is a legal requirement that you receive an SoA from a licensed financial adviser.

You may be able to pay advice fees from your super account if particular requirements are met including the nature of the advice and what super accounts you hold.

No. We don’t have custody of your money. Institutions such as banks and super funds will likely be the custodian of your money, and they have the responsibility to manage your assets securely.