Our approach and services

Some clients ask just for a financial strategy, others for strategy and implementation. We want to help you make informed decisions about your finances, so we will do as much, or as little, as you need.

Three common approaches are:

• Strategy only or second opinion:
  we will prepare a full or limited financial strategy, giving you a second opinion or a blueprint you can implement yourself. We can provide additional support on an hourly basis if you need.
• Limited advice:
  we can prepare a limited financial strategy, which only looks at the specific areas you wish to address. We can manage the implementation or you can implement yourself.
• Full service:
  we can prepare a full financial strategy, and manage the end-to-end implementation, supporting you every step of the way. 

Whether you want limited or full advice, we can help you on a wide range of areas where you could benefit from financial advice, including:

• Tax-effective investment strategies including gearing
• Personal debt management – cash flow and income planning
• Superannuation strategies
• Self Managed Superannuation Funds (SMSFs)
• Direct shares
• Alternative investments
• Salary packaging
• Personal insurance – asset protection and income replacement
• Retirement planning
• Estate planning

You can find out more on our approach to advising on these areas by reading the life event and lifestage client profiles.

> How we help clients
> Our fees