Our Process
Discovery Appointment
Your financial journey starts here. This complimentary, no-obligation session is designed to understand your unique goals, challenges, and priorities—so we can map out a clear path forward.
What to expect:
- A relaxed conversation about your financial aspirations (retirement, protection, wealth growth, or business planning)
- An overview of your current situation and any gaps or opportunities
- Explanation of how tailored advice could benefit you
- Clear next steps—with absolutely no pressure
Why it matters: This isn’t a sales pitch—it’s a chance to see if we’re the right fit to help you achieve what matters most. By the end, you’ll have greater clarity about your options and how strategic advice could make a difference.
Data Collection & Research
We will take the time to gather the required information on your financial position so we can best assist you in achieving your financial goals.
This will include information from yourself, your tax agent, your superannuation & insurance providers, or any other professional that may be required to ensure that we have a holistic view of your current position and set the best foundation for your financial success.
Life Gap Analysis or Retirement Gap Analysis
A Gap Analysis is your personalized financial blueprint—revealing exactly where you are today, where you want to be, and the actionable steps to bridge the gap. Whether optimizing investments, securing your dream home, or refining your overall financial strategy, this in-depth document provides clarity and direction.
We will complete & present this initial analysis to you, discussing potential next steps to bridge your current finances with where you want to be in the short or long term
Formal Advice Document
When your financial future is on the line, you deserve more than general guidance—you need a legally documented, professionally researched plan tailored to your unique situation. Our Formal Advice process delivers precisely that.
We will provide you with a comprehensive holistic plan to achieve your goals, and all projects will be implemented by your consultant and our qualified administration team.
Ongoing Review and Assistance
Great financial advice isn’t a one-time event—it’s an ongoing partnership that evolves with your life. Our Ongoing Review service ensures your strategy stays aligned with your changing goals, market conditions, and life circumstances.
Think of us as your financial GPS—recalculating the best route whenever life takes a turn. With ongoing review, you’ll always know:
- Exactly where you stand financially
- What actions will deliver the greatest impact
- How to stay confidently on track
“The best plan in the world needs maintenance to stay brilliant.” Let’s keep your success story moving forward.
