Become a Client

First Meeting: Strategy Session

Meeting with a Financial Adviser

Discuss your financial strategy and everything else included below.

Optional chat with an Accountant

Chat to talk tax and ways to minimise it.

Financial Health Check

We’ll examine your financial health and see where you need to focus.

Define Your Goals

We’ll help define your short, medium and long term financial goals.

Net Worth Review

Report on your assets & liabilities and future requirements.

Investment Options

Discuss investment options, risks, alternatives and timeframes.

Property valuation

Property Valuations

We can complete desk top valuations on properties you own or looking to purchase.

Superannuation Report

Show you what fees you’re currently paying inside super and how they compare.

General Advice

Answer any general finance questions you have.

Wealth Portal

Get access to our wealth portal to manage your financial world.

What Our Happy Clients Say

You can be our next success story..

Melissa Russo

www.dollyparton.com

Mert Erkul – Customer Manger at Insider

www.useinsider.com

Catherine

Meg Hamilton

Become a Client

Tell us a little about yourself and book in a meeting:

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