Identify Issues
Through discussion and the 5 minute financial health check.
Determine Objectives
Through discussion we determine the key financial goals you aim to achieve.
Compare Strategies
Through education and live modeling we compare strategies to achieve your objectives.
Design Structure
Once we agree on the strategies, together we decide on the ownership structure.
Select Provider
My team does the research to find the appropriate products to achieve the strategies.
Implement Advice
When you are happy we implement the advice.
Review Periodically
We meet once or twice a year to review all 6 areas of your plan to determine if any changes in your circumstances, legislation, or the economy have resulted in an opportunity or threat to you and we address these.
To see how we can help you please give us a call on (07) 5520 7072
Once we receive your Financial Health Report we’ll contact you to arrange no-obligation free initial meeting.
