Financial Advisory

Holding a full Australian Financial Services Licence provides us with the freedom to invest directly into markets without the constraints of being aligned to various financial institutions and their related products.

 

Our Process

Prior to accepting any engagement we explain the process we follow and answer any questions you may have about our background, experience and fees.

Once it is agreed to proceed we start by identifying your short and long term goals and assessing your current financial situation which includes assets, liabilities, income & expenses and risk tolerance.

We then formulate a written strategy based on your current situation and your goals – in other words, where you are now, where you would like to be in the future and how we get you there.

We meet with you to discuss our advice and, when you are satisfied, we implement on your behalf. An agreed review process is put in place where we prepare for you a monthly, quarterly, half yearly or annual report to ensure the strategies in place are on track to meeting your predetermined goals.

Our financial advisory service is focused on self managed superannuation funds and high net worth families/individuals.