Frequently Asked Questions

Yes, our initial meeting is completely free and without obligation.

Yes, in most cases our financial planning fee can be deducted from your super. Fees range depending on the complexity of the advice needed, which we will discuss in our initial free meeting. Before proceeding, you will fully understand any fee, and the benefit of the advice.

Not necessarily. A lot of our clients require our help initially to either a) make a recommendation for their super and/or put in place personal insurances. We are then available as a soundboard and coach as they require additional advice down the track.

Financial planning is required to put you in a position to best protect your wealth, build your wealth, and move towards a life of financial freedom and happiness.

Getting good advice from an experienced and up-to-date financial planner will help you to grow your assets, minimise tax, boost your super, plan for retirement and provide coaching along the way.

Compared with other financial planning firms in Brisbane, we are proud to take a progressive and modern approach to financial planning. We are focused completely on the client. We take the time to patiently listen to your requirements and circumstances, understand the goals you would like to achieve before making a plan tailored specifically for you and your well-being. [It’s all about YOU!]

We are based in Brisbane and we work with clients all over Australia.
Our meetings are conveniently held online, via Zoom, Facebook, Skype or Teams.
We are happy to offer evening or early morning meetings to suit your schedule.