Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – The sophistication behind a financial plan can often be underestimated and made more complex by the constantly shifting landscape. It is therefore important to seek professional advice. Our Advisers will tailor a Financial Plan based on your current circumstances and life stage.

Our planners can assist in a number of areas including:
  • Budgeting and cash flow assistance
  • Current investments
  • Retirement planning
  • Superannuation
  • Self-Managed Super Funds
  • Risk insurances to protect you and your family
  • Investment opportunities including; direct equities, managed funds, international markets
  • Business planning and advice


Our planners follow a six-step process that makes financial planning very straightforward.

  1. Complimentary Financial Planning Consultation – This is where we get an understanding of your situation and provide a complete overview of how we will be able to assist you. This is complimentary meeting.
  2. Identifying your goals and objectives – We’ll work together to identify your financial priorities, needs and goals. These will form the foundation of our financial advice and can be revisited as we review your plan continually.
  3. We’ll take a close look at where you stand financially now and any risks and opportunities that may lie ahead.
  4. Preparing your financial plan and recommendation – We’ll prepare a financial plan, also known as a Statement of Advice, outlining recommended strategies and solutions. Your financial planner will:
    • Take you step-by-step through the recommendations.
    • Answer any questions you have.
    • Clearly explain any information that you need to know, including any fees and commissions related to the recommendations.
  5. Implementing our advice – Once you’re ready to proceed we’ll put your financial plan into action.
  6. Reviewing your plan – We understand your financial plan isn’t a one-off solution. Your circumstances, lifestyle and financial goals will change over time, so it’s important your financial plan stays in step, so we conduct regular reviews.


Book for your financial makeover meeting