Steps to reaching your Goal
Step 1: Initial Meeting
This is where we get to know each other and set your goals and objectives. We will review your financial position and discuss your risk preferences.
Step 2: Our Recommendations
We establish a strategy to help you meet your short, medium and long term goals. This strategy will be presented and explained in easy to understand terms in a Statement of Advice. This will outline how our recommendations meet your goals.
Step 3: Getting it all started
This stage is where we step you through the implementation of your strategy and products. This includes anything from helping to complete your application through to establishment of trusts and self managed superannuation funds and complex investment structures. We will implement the entire strategy for you.
Step 4: Monitoring
Your strategy and products will be consistently monitored and reviewed to ensure they are still the most appropriate methods of meeting your goals and objectives.
We are constantly available all year round to give you the peace of mind that you have experts available to help you through any matters that arise.
We can help a person at every stage of their life
Good financial advice from a professional financial planner can play a vital role throughout our lives from the time we enter the workforce.