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How it all works
It can be daunting when you don't know what to expect. Our initial consultation is complimentary and obligation-free. No cost and nothing to lose.
Consultation
Not every advisor is right for you, this is to see if we can help you and for you to see if we are the right fit!
Service Proposal
This is for any further information required, extra fact finding about your circumstances, our fees & next steps
Strategy Development
This is where we work closely with you and your professional advisers (accountants etc) to develop your strategies.
Implemenation
Upon your agreement to the plan, we begin implementing your plan. Which may include preperation & lodgement of documentation on your behalf.
Review & Ongoing
Everything is tailored to the specific client so are our ongoing packages, no hidden fees and everything is agreed and understanded before any work is taken on your behalf.
David
“Steve has proven to be a very detail focused adviser. His follow-up for advice matters is very prompt and thorough"
Wayne & Mary
“Steves extensive background in investments made us feel extremely comfortable that our retirement is in good hands even with an uncertain future”
Dave & Christina
"Steve recently helped with our super and investments and insurance. He spent a great deal of time explaining the process and helping with decisions"