The first appointment with us is all about getting to know each other. Your initial consultation is free and carries no obligation. When you decide to proceed, we will prepare a written Statement of Advice (SOA) for which you will be charged.

The Statement of Advice will include a record of your current financial position and your attitude to risk. It will also detail your financial goals and objectives and our recommendation, which will provide you with a clear strategy on how to achieve them.We work on a fee for service basis. All fees are clearly disclosed to you in our SOA. Our firm carries professional indemnity insurance through our dealer. Research on shares, managed funds and other investments are provided by Lonsec, one of Australia’s leading research firms.Once you give the go-ahead, we will work together with you to implement your chosen strategies.

Contact Us today for a Free Consultation