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 Set Up
1 – 2 Hours
We meet to walk you through your plan in plain language, so you understand each recommendation and why it’s right for you. Once you’re happy, we take care of all the paperwork and 3rd party liaison to put your plan in place.
Included in plan fee
5
Plan Review
Ongoing
We stay by your side to keep you on track, meeting with you on a regular basis to review your progress, check your plan is still working for you, and adapt your strategy as your situation and life change over time.
Tailored to your needs
*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