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.

ou 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.

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.

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.

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.