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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!

Initial Game Plan and Strategy Creation

Initial Game Plan:
‘get to know you’ session

This is a ‘Getting to Know You’ session where we discuss your current financial, personal and business situation, requirements and goals. Your Initial Game Plan is at our expense.

Strategy Creation:
pre-approval – auctions – make an offer – buy your dream home

At this stage, the goal is to obtain pre-approval and an overview of how to structure your debt in order to maximise tax efficiencies. This results in you being able to start going to auctions while we utilise our Property Outlook tool to assist you gain more insights on the market and particular house prior to the time you make an offer and buy your dream home! Strategy Creation is at our expense.

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.

Long-Term Relationships:
the master plan

Winging It
No regular fees and all work undertaken at your request.
Activities itemised as detailed in our Schedule of Fees.

Game Changer
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.

Tailored Plan
Plan individually designed for you.
Monthly fee agreed based on the work involved in your Bespoke Maintenance Program.

Finance

Structure is the most important part of the loan process. Let us help you with your personal and business loans.

Insurance

We have long-term relationships with many of the major insurance companies. Contact us to review your insurance programme.

Property Outlook

Use our unique search tool, normally reserved for real estate agents, that provides valuable sales and rental data.

Hand and Cog

Deliver Outstanding Service

We aim to deliver outstanding service on an ongoing basis, and consistently exceed your expectations.

Talk Bubbles

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.

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Strategy for Wealth Creation

We will assist you to set up a strategic plan for your personal wealth creation and goal clarification.

CTA Phone

For Finance and Risk Management Specialists to Plan Your Long-Term Wealth Creation contact us on (03) 9863 3140.

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