Our Process

Free no-obligation first meeting

Our advice relationships commence with an initial free no-obligation meeting. This cost will be borne by our practice.

This is your opportunity to get to know us, understand our advice philosophy and process and ask us any questions.

For us, the meeting is a chance to find out your needs and start gathering enough detail to determine an appropriate fixed fee for our services.

Inspect what to expect

After the initial meeting, we will provide you with a fee range quote - unless further discovery meetings are required. If you decide to continue with us, we will commence work after fees and term duration have been agreed.

Next, we will schedule follow-up meetings to further discuss the engagement scope and your strategic plan. This stage of the process may include varying degrees of information gathering, financial modelling, asset and manager selection and Statements of Advice.

To gain a full picture of your needs, we will also engage your other professional advisers, such as accountants, lawyers, and bankers, to ensure we are all focussed on achieving common goals in your best interest.

Comprehensive wealth process

With nearly 25 years’ experience, we have developed a comprehensive wealth process that meticulously addresses your unique needs, goals and objectives to ensure harmonisation of your financial affairs.

Our comprehensive wealth process includes: