Advice designed around you
Financial advice is not one-size-fits-all.
You may need help getting the basics in place, building your wealth, preparing for retirement or managing more complex financial decisions.
Our advice packages provide a starting point. After learning more about your circumstances and goals, we will recommend the level of advice that best suits you and confirm the cost before any work begins.
Silver
Build strong financial foundations
Focused advice for people who want to make sure their superannuation and personal protection arrangements are set up appropriately.
Your advice may include:
Reviewing your existing superannuation
Selecting suitable investment options
Reviewing your life and disability insurance
Creating a personal protection strategy
Implementing the agreed recommendations
Best suited to: People seeking focused advice on superannuation and personal insurance.
Gold
Get your finances working harder
Broader advice for people who are ready to improve their financial position and start building wealth more intentionally.
Your advice may include everything covered under Silver, together with:
Cashflow and budgeting strategies
Debt management
Investing outside superannuation
Wealth accumulation strategies
Coordinating your lending and financial plan
Best suited to: People who have established their financial foundations and are ready to focus on debt reduction, investing and longer-term wealth creation.
Platinum
Plan confidently for your next stage
Comprehensive advice for people with more complex goals, higher incomes, accumulated wealth or an approaching retirement.
Your advice may include everything covered under Gold, together with:
Tax-effective investment strategies
Borrowing to invest
Pre-retirement planning
Retirement income strategies
Superannuation contribution strategies
Centrelink planning
Coordinating multiple financial priorities
Best suited to: People approaching retirement, managing significant assets or income, or needing advice across several interconnected areas.
Platinum Plus
Structure, protect and pass on your wealth
Our most comprehensive advice package, designed for clients with complex financial arrangements, business interests or legacy goals.
Your advice may include everything covered under Platinum, together with:
Legacy and intergenerational wealth planning
Self-managed superannuation fund strategies
Advice involving trusts and companies
Asset protection considerations
Coordination with your accountant and solicitor
More complex investment and retirement structures
Best suited to: People managing complex structures, substantial wealth, business interests or longer-term estate and legacy objectives.
Not sure where you fit?
You do not need to choose a package before speaking with us.
We will take the time to understand what you need, explain the available options and recommend an advice service that is appropriate for your circumstances.