Our Philosophy is Simple
Life is about fun, great times with family and friends, beautiful memories and good health.
But great times and good health can require planning!
Living the Dream:
organising your loan structure
Once you have purchased or refinanced, we coordinate with the bank, solicitor or conveyancer on your behalf and assist with obtaining the first home owners grant if you qualify. Our Living the Dream credit guide of investment will be provided.
Protection Lifestyle Solution:
risk management and personal protection
None of us is invincible! We’ll review your protection strategy to protect against losing your assets in the event of sickness or injury. Our Protection Lifestyle Solution terms of engagement will be provided.
the master plan
No regular fees and all work undertaken at your request.
Activities itemised as detailed in our Schedule of Fees.
Quarterly fee of $250 with two review meetings and a position statement at each meeting.
Plan also includes telephone/email support and proactive management of your financial plan.
Plan individually designed for you.
Monthly fee agreed based on the work involved in your Bespoke Maintenance Program.
Deliver Outstanding Service
We aim to deliver outstanding service on an ongoing basis, and consistently exceed your expectations.
Live Up to Our Promise
We intend to do what we say we’ll do, so if we have made a commitment, we will keep to it.
Strategy for Wealth Creation
We will assist you to set up a strategic plan for your personal wealth creation and goal clarification.