How Our Financial Advice Process Works

An obligation free discussion on your financial goals, areas of interest and risk tolerance. With your permission, the relevant information to understand your situation is collected.

You'll receive a quote for our financial advice services. To give you a rough idea, it will be around $2,000 to $8,000.

After a thorough review of all the available options, you'll be presented a "Statement of Advice" with how to maximise your wealth, ensuring you're comfortable and understand the advice.

After you give us the go ahead, the Statement of Advice will be implemented. You may choose to go with all of the advice, or just parts of it. You'll always have the final say.

You'll be kept in the loop and importantly, your investments will continually be optimised using independent research. A small fee based is charged. (eg 0.99% on $500k-1mil).

Initial meeting

Quote

Tailored advice

Action

Ongoing advice

How it works