About Our Advice
How we can help you take control of your financial future
We work with you to help you achieve your financial goals. By
taking control of your financial situation you are more likely to
set realistic goals and achieve them.
We start by listening to you, understanding why you have come to
see us and where you want to get to. From here we can discuss your
options and how we can help.
Our first meeting is obligation free with no pressure to sign up
on the day. We'll explain to you our advice process and fees and
answer any questions you may have. With many of our new clients
being referred by existing clients you may already know a little
about us. However as every person's situation is unique, so too is
our advice. Our advice is tailored to you and your needs, both now
and in the future.
Once you decide to proceed we will prepare and present a
Statement of Advice which outlines our understanding of your
situation, recommendations and how they will benefit you and any
costs you may incur. If we are recommending any products then we
clearly outline why we have chosen them and all fees involved. We
then discuss our recommendations and any changes you would like to
Following your approval to proceed we will implement your plan
and follow up, keeping you informed along the way.
We offer all clients an ongoing review service.
The one thing we can be sure of is change. By participating in
our ongoing review service you can be sure that your financial plan
continues to adapt as your situation changes. We also monitor the
legislative and economic markets and notify you when your plan
needs to be reviewed.
To find out more about how we can help you take control of your
financial future click here to contact us or make an