The first step is to schedule an obligation-free introductory meeting with one of our advisers, where we’ll discuss what you’re hoping to achieve from your financial plan. Of course, if you’re not sure yet, we can help with that too!

If you decide that we’re the right advisers for you, then we can dive into your financial information in the same meeting. After we have the information we need from you, the turnaround for your personalised financial plan is roughly four weeks. We’ll arrange a time to present it to you, and you can ask any questions you want to. We’ll then guide you in what you need to do to implement your plan and be available by phone for follow-up support when needed.

If you’d like to schedule a free introductory meeting, give us a call on 07 5605 6055. We’d love to be a part of your financial journey.