FAQs

Whether you're planning to start a family, buying your first home, or looking forward to retirement, the right financial planner can help you articulate and plan for your financial happiness.

The fee for our initial meeting is at our cost. This allows us to get to know each other and look at the areas we may be able to assist you.

Some services can be paid by superannuation. We will provide you with a detailed fee schedule following our introduction meeting.

There are many facets to the advice process, and timing ultimately depends on your needs and requirements. Some of the advice process can be turned around promptly; however, a detailed plan can take time to implement. We will provide you with a timeline following our meeting.

A Financial Services Guide is a guide that contains information about the company providing you with advice. It should explain the financial services offered, the fees charged, and how the person or company providing the services will deal with complaints.

The Financial Services Guide should be provided to you in your initial meeting along with an Advisor Profile and a Privacy policy.

The information you provide to us in our initial meeting is entirely up to you. Some clients use this meeting to make sure they connect positively with us and our culture, whilst others bring in their financial information so the process can start immediately.

It's entirely up to you; we will work with you to help you feel comfortable with the services we offer and the process to move forward.

Retirement planning and retirement fund adequacy is dependent on you. We guide you through this process. We take the time to understand your spending habits, your lifestyle goals, and possible future requirements to estimate a required number.