Making things clear
The advice we can give
- Wealth Accumulation
- Income & Asset Protection
- Tax Strategies
- Superannuation
- Retirement & Redundancy Planning
- Estate Planning
- Government Benefits
- Debt Management
The products we can deal in
- Basic Deposit Products
- Non-basic Deposit Products
- Non-cash Payment Facilities
- Life Products – Investment Life Insurance
- Life Products – Life Risk Insurance
- Superannuation
- Retirement Savings Accounts
- Managed Investment Schemes, including Investor Directed Portfolio Services (IDPS)
- Derivatives
- Government Debentures, Stocks or Bonds
- Securities
- Standard Margin Lending Facilities
Our process
1.
Initial consultation
We will figure out your current financial situation and what your goals are to determine how we can help you. This consultation also gives you the opportunity to understand how we can support your financial goals.
2.
Data gathering
It is important for us to know as much as possible about you and your financial situation.The more details you provide us, the more we can help you.
3.
Developing your financial plan
We will work to develop your custom financial plan based on the information previously provided and the goals we have discussed. We will use our experience and industry knowledge to build a well-rounded, tailored plan designed to address your needs today and goals for tomorrow.
4.
Plan presentation
Once your plan is completed, we’ll set up a meeting to present our findings and recommendations. During this meeting, we’ll provide detailed insight into the rationale behind each recommendation.
5.
Implementation
After all sides are aligned, you’ll begin implementing the recommendations. At this point, if you decide to begin a wealth management relationship with us and have us manage your investments, we’ll work side-by-side with you to implement all of the recommendations we’ve made.
6.
Progress review
We hold review meetings with our clients at least once a year either face-to-face, on the phone, or via web meeting. Outside of these scheduled reviews, we are always available to discuss any questions or concerns that may arise. We will also reach out to our clients if need be, to re-evaluate goals, decisions, and upcoming life events.
Generate and maintain your wealth
Whatever changes you’re hoping to make or goals you’re trying to achieve, we'll provide you with sound advice and professional guidance every step of the way.