Our advice process
Advice should have a beginning, a middle and a handover. Here is exactly what happens, in order, so there are no surprises about what we need from you or when.
We begin with a conversation to understand your “now”, before branching off into what you want and when you want it.
An hour, and an honest conversation about what you want. No documents required for this one.
A clear picture of your goals, written down, and an honest view on whether they are achievable.
We map out the strategies and products available to you, explain how these align to your goals and help you understand the trade-offs in plain English.
Your existing statements, such as super, insurance and loans. If you cannot find something, we can usually track it down.
Your options laid out with the trade-offs explained in plain English, plus a fixed fee quote before anything begins.
We put the plan into action and carry the administrative load; all whilst keeping you abreast of what's happening.
Signatures, and some patience with third parties. Insurers and funds move at their own pace.
The strategy in force, the paperwork handled, and confirmation of what changed and where.
We review regularly and make proactive adjustments around changes in the economic climate, legislative changes and changes to your situation.
A heads-up when something changes in your life. That is genuinely all.
Scheduled reviews, and someone to call before you make a big financial decision rather than after.
Common questions
General information only. What applies to you depends on your circumstances.
From first conversation to an implemented strategy is commonly four to six weeks, and the pace is largely set by how quickly information comes back from your existing providers. Straightforward situations move faster; anything involving insurance underwriting takes longer, because that depends on medical assessment timeframes we do not control.
Get started
Tell us roughly where you are and what you would like to sort out. If we can help, we will explain exactly how and what it costs. If we cannot, we will say so.
