Where Do We Start?
We Discuss How We Can Help
We begin with a 15 - 20 minute call to understand your situation, what is on your mind, and whether we are the right fit to help.
We Email You A Proposal
After the meeting we send a brief summary of what we heard, how we can help, the scope of advice, and the fees - so you know exactly what to expect.
You Take Time To Decide
You have time to think it through, ask questions, and compare us with other advisers. There is no pressure - we only work together if it feels right on both sides.
We Start Planning Together
When you are ready to proceed, we gather the key details and begin the financial planning process, building and implementing your plan step by step.
Implement, Monitor, Adjust
Our ongoing advice includes two structured reviews each year - a Winter Meeting and a Summer Meeting - where we check your financial health, tick off action items, and recalibrate the plan for whatever life has thrown your way.
Between these reviews you have unlimited virtual support for questions, decisions, and check ins whenever you need them.
Change is inevitable. Goals shift, markets move, careers evolve. We stay alongside you so every adjustment is planned and intentional, not a reactive response.
Financial planning is a living process, not a one off event. We anchor you with a long term strategy, translate it into clear annual targets, and keep your plan updated as your life unfolds.
Our Service
Financial Planning
Planning Engagement: $1,500 - $2,500 incl. GST
Wealth Management
| Portfolio Tier | Adviser Fee (ex GST) | Adviser Fee (incl GST) |
|---|---|---|
| $0 - $500 k | 1.00% | 1.15% |
| $500 k - $1 m | 0.90% | 1.04% |
| $1 m - $2 m | 0.80% | 0.92% |
| Over $2 m | 0.40% | 0.46% |
* We have a maximum Wealth Management fee of $34,500 pa per client account.