The Financial Planning Process
Know exactly what working with us looks like before you commit. No surprises, no hidden fees.
1
Introduction Call
15 Minutes
A short, obligation-free
conversation to understand
your goals and challenges,
and confirm whether moving
forward will be valuable for
you.
Nil
2
Wealth Review
1 Hour
Deep dive into your current
financial position, discuss
your objectives, and review
what strategies can help you
get ahead. You’ll leave this
meeting with a clear picture
of where you stand and
what’s possible.
$500
3
Plan Preparation
2 – 4 Weeks
We design a personalised
financial plan tailored to your
goals and circumstances.
This includes where and how
to invest, what changes to
make, and strategies to
protect and grow your wealth.
*$3k – $10k
4
Plan Presentation
1 – 2 Hours
We meet together to present
your plan in plain language,
ensuring you fully understand
each recommendation and
why it’s right for you. The
strategy is built around your
goals and we’re always
flexible on how we get there.
Included in plan fee
5
Plan Execution
Ongoing
We handle all the paperwork
and 3rd party liaison to bring
your plan to life, then stay by
your side to keep you on track
and adapt your strategy as
your situation and life
changes over time.
*$200 – $500 per month each
*You may elect to pay this fee, or a portion of this fee through Superannuation if we are proving Superannuation advice.
Additional fees may apply for complex scenarios or where assets under management exceeds $2MM