Where can we meet with you?
We look after clients throughout Australia, with most of our clients being located on the East Coast, between North Queensland to Northern NSW. As such, we are flexible with how we can meet with you.
- You are welcome to meet in our office, at either Helensvale or Auchenflower. We have adequate free, off-street parking.
- We are also comfortable meeting with you in your home or office.
- All meetings are by appointment only.
What is your process?
| Step 1: | Getting to know you | The first meeting is the perfect opportunity for us to get to know you, and for you to know if you feel comfortable with us. We will also use this time to establish how we can assist you. |
| Step 2: | Fact Finding mission! | We will complete some paperwork to gather relevant important information about your personal and financial situation and goals. |
| Step 3: | Strategy Discussion | We will work through various strategies that may help you to achieve your goals. |
| Step 4: | Recommendations | We will document our final recommendations, and your ‘action plan’, in a Statement of Advice. |
| Step 5: | Implementation | We will assist you with the necessary documentation to get things rolling. |
| Step 6: | Review | We will meet with you regularly to ensure your portfolio, and overarching investment strategy, remains appropriate for your needs. |
What will it cost me to see you?
Your first meeting (and possibly more) will be completely free and you will be under no obligation to proceed any further. During our initial meeting we will discuss our fee arrangements with you. The level of fees will be determined once we have had the opportunity to assess your needs.
Do you provide on-going advice and service?
Absolutely! Your personal and financial circumstances will change over time, as will the economic and legislative environment. It is therefore important that your financial arrangements be refined as needed, so that you can feel confident that your portfolio is well-positioned at all times.
Which products do you use?
- We have access to a range of investment platforms and will work with you to determine the one that is most suitable for your needs.
- We also have access to a wide range of wholesale managed funds and ETF’s that enable us to construct robust portfolios for our clients.