Strategy Development

We will carry out initial research and develop personalised strategies and options to discuss with you.

Discovery Meeting

We will meet with you to go over the information you collected, define the direction of your financial path, identify any weak areas that pose a risk to your financial health, and help you decide if we are the right fit for you.

Getting Ready

To get the most out of your consultation, we will have you begin gathering all the information we would need to be able to give you the best advice possible (Examples of information we may need: Superannuation Statements, Insurance Information, Budget, Tax...