We all have a picture of what we’d like to do with a bit more financial freedom. Bring your vision to life with the help of a financial planner.

Setting financial goals is one thing, but planning your execution can be challenging, especially if you've never done it before and don't really consider yourself a 'finance person'.

Sitting down with a planner can help you reach your goals faster by translating the big picture into smaller, achievable steps.

Our team of financial planners can show you ways to maximise your super, manage your debts, take advantage of tax efficiencies, and discover new ways of managing your money.

The advice you receive is designed specifically to meet your needs.

[1] Based on Budgets for various households and living
standards for those aged around 65
(June Quarter 2015,
national). Source:
http://www.superannuation.asn.au/resources/retirement-standard
[1] Based on Budgets for various households and living
standards for those aged around 65
(June Quarter 2015,
national). Source:
http://www.superannuation.asn.au/resources/retirement-standard
I’m ready to see a financial planner

Get the basics down first

Attend a seminar

Tailoring the plan to your situation

Advice can make a big difference to the way you manage your money and plan for life.

We take a holistic view of your financial position and talk about your goals and objectives.

Once we understand more about your situation, your financial planner will create a Statement of Advice (SOA) containing actionable steps to help secure the right future for you.

Your SOA is a tailored set of recommendations based on your information. We’ll talk about the sorts of hurdles you may come across in reaching your goals, and how best to tackle them. 

For any recommendations that we make, we will take you through the risks and costs involved. If you’re comfortable to move ahead, our team will do all the heavy lifting to put your plan into action.

I want a tailored financial plan

Staying on track

We know that life changes - that’s why we offer an ongoing review service to give you peace of mind that your advice is managed by a dedicated financial adviser after you receive an SOA.

For a set annual fee, your planner will keep you informed and work with you to be proactive as your priorities change and your plan progresses.

Conditions can change for your super over the years. Government legislation changes the rules, financial markets move, life events happen. Our ongoing review service keeps you in control and on the right path for you to reach your personal goals.

Tell me more about the ongoing review service