Working with us is easy!
The process starts with a complimentary consultation for you to have the opportunity to meet with us and hear about how we work. It also gives us the opportunity to understand what is important to you and how we can help you.
We will take the time to ensure we have a clear picture of your needs and your preferences and we will give you an indication of what strategy is appropriate for you and what costs are involved.
If you would like to proceed we will draw up a detailed plan for you that becomes the basis for our discussions. Once you are happy with our strategy we will implement this for you. This may involve restructuring assets or liabilities, buying or selling investments, applying for loans or insurance, rolling over superannuation, drawing up a detailed estate plan or simply managing your cashflow better.
Once we have you on the right track and heading in the right direction to achieve your objectives, we will regularly review your situation, your objectives, your investments, insurance or loans and ensure your strategy and your plans remain relevant and focused on your objectives.