Wisdom in Advanced Preparation

Accounting Solutions

Let us help you resolve your accounting and tax problems to meet your obligations and grow your business.

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Money Management Solutions

Money Management is a core part of any battle rhythm of a business or financial plan.  Getting it right lays the foundation to achieving…

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Financial Solutions

A financial plan lays the roadmap to achieving your financial goals.   Life has it hurdles and there may be detours but advanced preparation…

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For ADF Personnel

I have nearly 25 years of experience in the RAAF and Defence Industry and continue to serve as an active reservist. I understand the unique decisions that ADF members need to make regarding their finances.

The ProcessWhat can you expect?


Initial Consultation

The initial meeting is a short meeting (no more than 30 minutes) to discuss your expectations…


Financial Discovery

This is where we map out your current financial position and further define your goals…


Engagement Letter

There is where we outline the agreed goals from the financial discovery, the scope…


Preparing Statement of Advice

It is a legal requirement to provide our advice to you in writing through a Statement…


Present and Discuss SoA

This is where we present the advice/recommendations to you along with discussing…


Initial Implementation and Review Period

There can be a lot covered in the initial advice and proceeding can be daunting…

LearnTutorials, videos and tips.

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    Initial Consultation

    The initial meeting is a short meeting (no more than 30 minutes) to discuss your expectations of the advice process, what problem you are trying to solve and to discover how I might be able to help you.   I can provide general information or direct you to other resources but I cannot give you advice at this meeting.   I provide you with a Financial Services Guide and may ask you to complete a Financial Health Survey to help focus our discussions on areas of concern for you.