Frequently asked question

We understand that reaching out for financial advice can be daunting and overwhelming. But rest assured we’re here to help at every step of the way.

Here are some common questions we’re often asked about us and about the process:

I’m only just starting out, when should I come talk to you?

Typically, our clients are already reasonably well established and looking to make the most out of their money. But if you’re serious about creating a better future for yourself we’d love to chat. The best time to start is now!

Can’t I just do all this myself?

The short answer is you can. But there are so many tricks, loopholes and constantly changing rules and regulations that it’s very difficult to keep on top of it all. And, the cost of mistakes can set you back years. That’s why it’s important to get the right advice. Without extensive financial experience and knowledge will you really be getting the most out of your money?

Do you handle debt management?

Although our business is structured towards helping clients grow their wealth, we do help people manage debt. For example, how they are going to pay it down and how they may make additional repayments on their mortgage and interest only on their investment debt.

However, if you have a debt issue is serious and you have no surplus income, then we can refer you to advisors who are better suited to help with your situation. To provide the best service for you, we normally need you to have a minimum of a surplus income and equity in your property.

Do you help people in financial difficulty or facing bankruptcy?

No, this is not our expertise. But we can refer you to a professional in this area if required.


I don’t think I have enough assets to see a Financial Advisor

Although your asset base may not be large at this point you may be surprised by what you can achieve by implementing a structured plan over a period of time. All you need is a minimum of a surplus income and equity in your property. It does take patience and persistence however it is worth the journey.

Are you independent?

We’re not actually allowed to use the word ‘independent’ in any of our documentation – because of an industry ruling. However, we are not aligned with any bank or fund manager. This means we don’t receive any commissions or kickbacks from super funds or investment managers. As such, we invest your funds in the best possible way for you.

How much will it cost me?

Everyone’s situation is different, so it really depends upon the extent of work required. But, by the end of our first complimentary meeting, we’ll have a good idea of your needs and can then provide you with a no obligation quote. Only after you’ve taken the time to consider everything will we proceed forward. However, we believe you’ll soon recognise that the benefits of our service far outweigh the costs.

If I commit to the service, can I stop it at any time?

Yes. You can stop whenever you want, all we require is a 30-day notice period. Also, any ongoing commitment to our service, such as yearly renewal, is only on an ‘Opt-in’ basis. Regardless of that, our goal is to provide a service to you that’s so valuable and easy to use that we’ll develop a long and successful relationship together.

Talk to us

Discover how our services can help you. Send us a message now and one of friendly planners will get in touch.

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