Our Process

Our Process

Initial Meeting

To provide excellent advice, we need to understand your current situation, beliefs, financial position & where you want to go in life.

It is also an opportunity for you to understand how we work and whether or not you will benefit from our advice.

Any fees are agreed to upfront and based on the complexity of the advice and the time involved.

We only take on new clients where we know we can add significant value.

Gather Information

The next step is for us to build up a detailed understanding of your finances. Where necessary, we liaise with your accountant, your superannuation fund and any other financial institutions to compose an accurate ‘snapshot’ of your circumstances.

We also discuss your feelings about investment risk and return, so our recommendations will always be within your comfort zone.

Financial Modelling

Once we have a clear picture of your finances, we will analyse the data and explore the solutions that will be most appropriate for you.

Detailed financial modelling compares strategies side-by-side to find the most powerful solution and provide some clarity on what you can expect in terms of real financial outcomes.

Advice Presentation

We will present your Financial Plan.

This involves a discussion of your objectives and how recommended strategies will aim to achieve them.

A good understanding of the strategies and investments being recommended will give you the confidence to set the plan in motion.


We will work with you to implement the recommended strategies.

This may involve co-ordinating your other financial professionals (accountant, mortgage broker, solicitor) to implement our recommended strategy and investments.

During the implementation process, we continue to liaise with all parties, to ensure things are done as efficiently as possible.

Regular Progress Meetings

In today’s complex world, one thing that can be guaranteed is change.

Regular meetings ensure that you stay on track to achieve your goals.

They also provide an opportunity to make appropriate changes to your plan as your circumstances change.

We provide you with the guidance and support you need as you navigate through the complexities of your financial life.


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