Everyone’s financial circumstances are different and we will always provide you with an upfront quote of what our advice and implementation will cost before we commence work on your behalf.
To better understand your situation you must first book a consultation. Prior to the consultation we will send you our Financial Services Guide and Fact Find questionnaire- by completing these ahead of our meeting we will be prepared for your questions, ensuring the meeting is good value for money. Your initial consultation will be focused on goal setting, education, answering your questions and exploring potential strategies. Sometimes a fresh perspective and analysis of your goals is all you need to help you on your way. Alternatively, you may choose to engage our services to produce a comprehensive strategy for you- this is called a Statement of Advice.
Our pricing model is different:
You can engage our services at the initial meeting knowing that there are no cost surprises. On occasions where they may change, or if we need to engage other professionals on your behalf we will let you know in advance. Working with our independent financial advisers ensures the strategy is focused on you and your goals, not selling products.
There is no ongoing commitment, fees, or commissions to use our independent advice services. We have an unrestricted license to advise on all types of financial products, and we can work with your existing retail, industry and government super products and other investments so long as they remain in your best interests.