Our Clients
We offer services across a number of tiers based on your financial situation.
Getting Started
Our foundation tier is tailored to suit individuals and couples who are looking for a low cost & early stage financial planning solution. Meetings can typically be conducted using Skype/Zoom, over the telephone or face to face. Key areas include:- cash-flow management, personal debt reduction, consolidating superannuation, basic insurance and Investments. This tier includes basic access to our client portal.
Financial Growth
This tier is well suited to clients who are building wealth, have a strong regular savings capacity and who appreciate having an annual review with one of our advisers to stay on track. This will typically entail building a defined investment strategy, employing a variety of investment tools and portfolio management services. In addition to face to face meetings, Skype/Zoom meetings can also be used to conduct catch-ups on a more regular basis. Clients benefit from the full features of our client portal, with our state-of-the-art cash flow modelling service, live reporting and feeds, document storage, e-signatures, reminders and updates.
Wealth Management
This tier is suited to clients who require regular at-call contact with their advisers. Clients who wish to benefit from the strategic and complex advice in order to navigate multiple assets, trusts, business protection, diverse family circumstances and specialised tax-planning. Clients can expect access to both our model portfolios and boutique portfolio service alongside full access to our client portal. Features of the client portal include state-of-the-art cash flow modelling service, live reporting and feeds, document storage, e-signatures, reminders and updates, and more.
