Our Packages

We know how hard you work for your money, we want to help you get the most out of it. We want to answer your burning questions, we want to ensure you never disagree about money with your partner again, but mostly we want you to live the life you want to live and ensure you have the money to do that.

We are able to provide advice across all financial planning disciplines, we can guide you though the areas you need to address. But it starts with you!

Check Up

Are you on track?

Ready to find our what’s what? Where you have been spending, what super and insurance you hold? Not ready to commit but want to dip your toe in, to see what Financial Advice is all about?

The check up meeting is an opportunity for you to have an expert review your finances and give you some pointers in regard to areas that you should address. At the end of the meeting you may decide to move forward and engage us for your advice journey or you might walk away feeling informed and comfortable with where you are at.

Foundation Advice

Get the basics sorted!

Know your super and insurance could do with a little attention, but not sure where to start, then this is for you. You don’t need to be a high roller to get the basics right, this is for anyone earning over $50,000 p/a that wants to get on the right track.

Foundation Advice is just as it sounds, a starter advice option to ensure you have the basics right. Get you super consolidated and working for you, review your existing life insurance and get advice on whether it is right for you.

Advice Journey

Live your life your way.

This is for you if you are looking to take control of your money and are keen to achieve your life goals. You don’t need to have thousands to invest but it’s probably best if you have a household income of $100,000 – $150,000 p/a.

The advice journey is for those people that are ready to take action. You want to partner with someone that has the expertise to help you make great financial decisions that stand the test of time and set you up for living the life you want to lead.


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