Getting Started
Free up your time, have an experienced team that can guide you through areas of unknown
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0434 955 417
0411 472 213
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Level 8, 99 Elizabeth Street, Sydney
Regular client problems we solve and the people we commonly work with.
As Sydney’s leading financial advisers, the people we guide are normally struggling with these key areas
- Clarity on your current position – visual and actual starting point. We want to measure as much as possible, that way you know you are making progress.
- No structured plans or long term goals – how do you know if you are going well or not if you don’t keep track? What is the right balance for you?
- Avoid risk by taking no action – procrastination stopping you from being better off.
- Poor cash flow management – finding the right balance between getting ahead and enjoying your life.
- A lack of understanding and clarity on for’s and againsts’ for each big financial decision
- Feel like the tax man is just taking too much. Working towards legal strategies that help minimise the tax you will pay.
01
No credit card required, no upfront payment until we know we can help.
Our goal is to put you in a better position going forward than when you first met us. For this to happen, we want to know enough about what you want to achieve to confirm that we are the right fit.
For that reason, we won’t charge you a dollar for the first phone call and consultation which means, no payments are required until all parties are clear and have agreed what will be addressed in what timeframes and for what costs.
02
Reduce your personal administration
I’m sure you are busy enough. If you have a clear understanding of your financial position and you can have your dreaded admin forms taken care of doesn’t that sound nice? Forms like superannuation election, change of employer, insurance changes and more.
03
Create goals and be accountable to achieve them
If you don’t have something to work towards, then why are you currently doing what you are doing? Simple or complex, we work with you to prioritise your goals and give you clarity on what they will look like at certain points in time.
04
Be confident you know your entire financial position at all times
How do you know if you are going well or not if you don’t keep track? We want to measure as much as possible, that way you know you are making progress. You will have an ‘actual’ starting point which will be shown in data format and visually. In that case; good, great or ugly, you will know how you are tracking.
Have access to an experienced team with a vast professional services network
Get a professional and objective perspective on your situation along with what you can typically expect
