How we Work
A clear, structured advice process to help you plan for a confident future.
Our Process
Step 1
Discovery Call (15 minutes – Free)
A short phone call to understand your situation, goals, and whether we’re the right fit to help.
Step 1
Step 2
Discovery Meeting (90 minutes – $440 incl. GST)
This in-depth session is designed to provide clarity and direction — even if you choose not to proceed further.
Get a clear picture of your current financial situation, define what’s important to you, and uncover the key opportunities and risks. You'll walk away knowing which areas need attention and how we can support you.
Step 2
Step 3
Tailored Advice (fee quoted individually)
If you decide to move forward after the Discovery Meeting, we’ll develop a personalize financial advice plan tailored to your goals and financial situation.
This plan will provide clear, actionable recommendations to help you build, protect, and manage your wealth with confidence.
Step 3
Step 4
Implementation of the advice
Once you’re happy with the strategy we’ve developed together, we’ll take care of the detailed work involved in putting your plan into action.
This step is about moving from strategy to execution. We’ll guide you through the process of implementing your financial plan — ensuring nothing is overlooked and everything is managed efficiently.
Step 4
Step 5
Ongoing Support (optional)
Our relationship doesn’t end once your financial plan is in place. We provide proactive, ongoing support to keep your strategy aligned with your goals as life changes. From regular reviews to guidance during major decisions, we’re here to give you clarity, accountability, and peace of mind every step of the way.
Step 5
Book an Introductory Call
If you’d like to know whether it’s right for your business, book a 15-minute call below.
