Independent

Financial Planning & advice you can trust

Secure your financial future sooner with expert advice.

HOW WE CAN HELP YOU

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PLAN YOUR RETIREMENT

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BOOST YOUR SUPER

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INVEST YOUR MONEY

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MINIMISE YOUR TAX

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MAXIMISE YOUR INCOME

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OPTIMISE YOUR SAVINGS

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MANAGE YOUR DEBT

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PROTECT YOUR FAMILY

What are the benefits of receiving financial planning advice?

Employing a qualified financial adviser should significantly improve the probability of achieving your goals compared to if you were to go it alone.

A financial adviser will not only help you navigate through the ever changing rules, but also show you how to utilise those rules to help meet your objectives sooner.

When it comes to investing, a financial planner is responsible for developing a solid investment strategy intended on achieving investment returns in line with expectations at the level of risk you have said you are comfortable with.

Ready to start planning your finances?

Speak to an adviser

FREQUENTLY ASKED FINANCIAL PLANNING QUESTIONS

Is it worth paying a financial adviser?

Financial planning can be as simple or as complex as you like. In its most simplest form, the idea is to spend less than you earn and save money towards your goals. Anyone can do this without a financial planner.

 

However, the benefit of paying a financial planner is that the chance of meeting your goals increases dramatically by employing better investments, lower-cost products, tax-effective structures and regularly updated projections. Not only that, it is likely you will meet your goals sooner and can achieve more goals, such as going on holidays more often, spending more on home renovations, retiring sooner and retiring with a higher income throughout retirement .

How much does financial advice cost?

For a comprehensive financial plan we charge a one-time flat fee of $5,000 plus GST, for individuals, and $6,500 plus GST for couples. We charge a little more for complex situations, but this can be discussed during the initial consultation. Either way, our fees are certainly on the lower side of what most financial planners charge.

Speak to a retirement planning expert today

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