Our Planning process

​It's all about you, your goals, your choices

We will take the worry out of finance, giving you certainty, clarity and confidence.

Initial Appointment

Come in and meet with us, our initial meeting is all about discussing what’s important to you. Tell us what your lifestyle needs and expectations are. We will talk about your goals and identify any potential challenges and opportunities. There is no fee or obligation to continue after this meeting. ​

Options & Solutions

After reviewing your current financial position, your goals and risk analysis we will then form a customised financial plan for you that is designed to meet your personal goals and objectives. Presented as a Statement of Advice (SOA) we will provide you with options and recommendations, this document will also clearly outline our fee structure. You can now decide if the solutions and service we offer you are what you are looking for and whether you would find value in our service. ​​​

Your Personal Plan

​We get to work on implementing the clearly outlined strategies set out in our “Statement of Advice” document. The what, when and how that needs to be done to get you on track for a successful financial future. We will assist you with the parts you need to do, when it should be done and guide you through the entire process. ​

Reviews & Advice

Once your financial strategy is in place, our service does not stop there. We conduct regular reviews of your plan and financial situation to ensure that our advice continues to meet your needs.

Our clients have complete access to our financial planning team and our goal is to respond to queries within 24 hrs

Call us today for a better financial future

(03) 5851 2000
204 Allan Street
Kyabram VIC 3620