Our fees vary based on your situation and the services we provide. We charge an upfront fee for preparing your financial plan and an ongoing fee for continuous support, monitoring, and optimisation. Most clients pay these fees from their superannuation account. We work for you, not for commissions, and there are no lock-in contracts – you can leave anytime.

A financial adviser helps you build, manage, and protect wealth, ensuring you live the life you want in retirement. We prevent costly mistakes, optimise tax positions, and save you money. The key benefit is having a professional who monitors everything and keeps you on track.

Your family and friends mean well, but might not have the expertise to provide comprehensive financial advice. Our team is degree-qualified with decades worth of experience, so we can create a tailored plan that addresses all aspects of your financial life. We ensure your financial strategy is personalised, well-informed, and aligned with your long-term goals.

This depends on the lifestyle you want to live in retirement. You need to determine your living costs, location, and lifestyle preferences. Then, assess whether your assets can achieve and sustain that income goal. If you’re not on track, we can help you develop strategies to get there. If you are on track, we can help you optimise and reduce risks.

There is no minimum amount required to work with us. That being said, we only work with you if the benefits you’ll receive outweigh our fees. We tailor our services to your unique situation, whether you’re just starting to save and invest or already have significant assets.

As a client, you receive a personalised financial plan tailored to your goals. This includes investment strategies, tax planning, retirement planning, debt management, and insurance advice. You’ll have support from a dedicated financial adviser and access to our concierge team for handling all paperwork and administration. We also provide regular check-ins, progress reports, financial modelling, and adjustments to keep your plan on track.

If you fit into one of these two groups, we can help:

Planning for retirement
For example: You’re in your 50s or 60s and are preparing for retirement. You’re wondering when you can retire, how much you need, and how to reach it faster and safer.

Building wealth
For example: You’re in your 30s or 40s, earn a good income, and want to build long-term wealth. You own your own home, have a mortgage, and are focused on growing your finances to fund your ideal future.