Good question! If you’re earning money, have debt, want to invest, buy a home, protect your family or plan for retirement — getting advice is for you. We help you at every life stage to make confident choices and avoid costly mistakes.

Think of us as your financial coach. We help you figure out where you are now, where you want to be, and create a practical plan to get you there. We can help with budgeting, investments, super, insurance, tax strategies and more — depending on what you need.

You don’t need millions in the bank. If you’ve got an income and goals — or even if you’re not sure where to start — you’re ready. Many of our clients are young professionals and families wanting to get organised and make smart moves for the future.

At our first meeting, we’ll ask about your income, expenses, debts, savings, super and any insurance you have. We will also need to understand what you want from life to help us tailor a plan specifically to you and your goals. Don’t stress — you don’t need it all perfectly organised. We’ll guide you through it step by step.

Your initial wealth potential meeting is free of charge with no obligations, this allows us to understand you, what you are looking to achieve and work out that we are a good fit for each other moving forward. 

After our initial consultation we will be able to provide a quote for our services which will vary depending on the strategies and complexity used for your specific situation. Costs can range from $2,200 - $8,800 for the initial advice and implementation and depending on your circumstances, you may require an ongoing service to ensure you get on track and stay on track! Our ongoing service free can range from $2,200 to $8,800 per year.  For more complex advice such as establishing a SMSF, fees may range from $8,800 to $13,000. 

Sometimes you can — for example, investment-related advice may be tax deductible. We’ll explain what might apply to you and suggest you check in with your accountant too.

We take the time to really understand you — your goals, values, and comfort with risk. We’re legally bound to act in your best interests, so our advice is always about what’s right for you.

Just reach out! Book your free first meeting and we’ll talk about what you want to achieve, answer your questions, and explain how we can help. Simple as that.