ServicesWealth management combines financial and investment advice, risk management, superannuation, retirement and estate planning to create a plan that addresses your financial requirements and adapts to changing circumstances.
We offer the full range of wealth management services to build and protect your long-term wealth.
Financial Planning
Each individual, couple or family has their own financial position and goals for the future. It follows then that the key to successful financial planning involves building a tailored strategy to help you achieve your unique objectives.
Personal Insurance
The best investment plan in the world can fall over if it lacks a solid foundation. That is why it is vital to balance your wealth creation plans with your wealth protection strategies.
Our 6-Step Approach For New Clients
Initial Contact
Usually, the first interaction clients have with our firm is a telephone conversation with one of our Advisers to see if our services and culture are what they are looking for. We then ask you to provide some details before setting up an initial meeting at our cost.
Initial Consultation (at our cost)
This initial consultation is an opportunity for you to get to know our team and feel confident in partnering with us to help build and protect your wealth over the long term.
Engagement Proposal
This proposal details any further information required, your objectives and current circumstances, scope of engagement, our fees and next steps.
Strategy Development
In this step, we work closely with you and your professional advisers, such as accountants and solicitors, to develop strategies to suit your specific goals and circumstances.
Implementation
Upon your agreement to proceed, we will begin implementing your plan, which may include preparation and lodgement of all relevant documentation on your behalf.
Review and Ongoing Service
We offer a selection of ongoing service packages to meet the differing requirements of our clients. Our fees are discussed and agreed upon prior to undertaking any work on your behalf.
Our expertise combines technical excellence with integrity, resulting in life-long, trusted relationships that deliver results.
Interested to know more?
We offer an initial meeting at our cost to those referred to us by our clients, accountants and solicitors.