Building a house starts with a blueprint and laying solid foundations. It’s no different when it comes to managing your money.
The more we know about you, the more valuable our advice will be. Prior to our FREE consultation, we ask you to pre-fill an About You Questionnaire, so we can focus on getting to know you, your goals and needs.
Once we know your lifestyle and financial goals and have all necessary information, we’ll get technical. Crunching numbers and financially modelling various scenarios to develop appropriate strategies to determine the best solution for you.
All of our recommendations will be documented in a comprehensive financial plan (called a Statement of Advice), detailing our advice and recommended strategies. Also included will be a summary of benefits, potential disadvantages, risks and any costs associated with each strategy recommended.
We present the advice in a face to face meeting to ensure you fully understand what’s involved and importantly how it will help you reach your goals. You will receive a printed copy of your Statement of Advice during the meeting and we will email a copy to you in PDF format after the meeting.
We’ll manage as much paperwork and administration as possible on your behalf to ensure your advice gets implemented as soon as possible.
If you need advice from other experts, we’ll bring the right ones into the mix at the right time to coordinate the process and to ensure the right outcome is achieved.
Life happens. Personal circumstances change regularly which could impact the appropriateness of your initial advice. Through our ongoing membership packages, we’ll remain regularly in contact with you to ensure you remain on track to meeting your goals.
We monitor your progress in meeting your goals and will provide regular performance updates through our ongoing membership packages. We want you to contact us when something changes or an opportunity arises. With an ongoing membership, there’s no limit to the amount of questions or contact you have with us.
Unlike the traditional advice fee model, we don’t accept kickbacks from product providers or referrals partners. Nor do we charge commissions on any products recommended to you. Our focus is providing a tailored service to you, unique to your needs and driven by your best interests. By not charging commissions we can save you up to 27% on some insurance products.
After your Free Financial Success Pathway Consultation, we will issue a quote to prepare your Financial Plan. This cost typically averages between $1,650 - $3,520 (including GST). This fee is a once off cost which will include a full analysis of your goals, values, and our recommendations to work towards achieving your greatest financial success.
We understand those under the age of 25 are usually strapped for cash. However, starting your wealth creation journey sooner will make a significant difference to your wealth position in the future. For this reason, we offer a significantly reduced Financial Plan offering to help you get ahead.
Those over aged 25 are usually settled in a job role and are working their way through the various stages of life. This initial advice package covers all aspects of life through marriage, divorce, first home, second home, small families, private schooling, small business success, retirement planning, living your best life in retirement & more. Holistic advice considering all aspects of your life is necessary to help you achieve your ideal lifestyle and financial goals.
We can't recommend Emily Matthews enough! So friendly, incredibly diligent and she really knows her stuff. She actually listened to our goals and tailored her advice to exactly what we needed, plus recommended some tax friendly saving strategies that were weren't aware of. She also saved us hundreds of dollars per year in excess fees. She explained everything to us clearly and kept us up to date throughout the whole implementation process. She is highly recommended.