We provide advice to a broad range of clients including wealth accumulators, senior executives, professionals, retirees and small business operators. We provide specialist advice to the expatriact community addressing residency issues. We also provide advice for our clients who hold self managed superfunds.
Make an appointment
Contact our office to arrange a convenient time to meet with us for a consultation at no charge to you. We will forward you a first appointment pack including a Client Profile questionnaire which we request that you complete and return to our office prior to our meeting. This gives us the opportunity to review your situation so that we can have a productive meeting.
During our initial consultation, we will gain an understanding of your goals & objectives and what is important to you and assess your attitude to investments.
Proposal to proceed to the next stage
After the initial meeting we will forward you a proposal outling the areas of advice where we feel we can add value in assisting you to achieve your lifestyle goals and objectives and costing.
Our fee for the preparation of your Statement of Advice (financial blueprint) will depend on the complexity of your circumstances and the areas of advice that we will be providing. Your consultant will be in touch with you to gather any additional information required and may arrange further meetings with you.
Presentation of your Statement of Advice (financial blueprint)
Your consultant will present a written financial plan based on all the information gathered from you and professional advisers (Accountants & Solicitors). During this meeting we will discuss all our strategic and investment recommendations so that it is clearly understood by you.
A meeting will be arranged to discuss any further aspects of your financial plan for clarification and if any additional adjustments need to be made. During the meeting any necessary documentation will be completed to implement our recommendations.
Ongoing review service
In accordance with your needs we will discuss the various options for our ongoing services available to you. A service agreement will be prepared and signed by both parties. We will contact you to arrange review meetings and provide you with ongoing advice including regulatory changes to legislation which may impact your strategy and investment changes.