Doing It For You: Hassle-Free Financial Advice (Between $3,000 and $6,000 plus GST for initial advice and then up to $500 pm plus GST for review and implementation services)
Our “Doing It For You” financial advice service is designed for busy professionals, families, and businesses who want to focus on what matters most – while we take care of their finances.
- Comprehensive Financial Planning: We assess your current financial situation and goals to build a customized plan that works for you. Whether it’s saving for retirement, buying a home, or managing your business finances, we’ve got you covered.
- Investment and Superannuation Management: No need to navigate the world of investing. We handle your portfolios with expert care, selecting investments that align with your goals and risk tolerance.
- Risk Planning: We handle all your personal insurance to ensure you and your family are financially supported should an insured event occur that puts your financial goals at risk. As an independent financial adviser we do not charge commission and commission on any pre-existing products is rebated back to you.
- Tax & Estate Planning: We provide proactive tax strategies and estate planning advice to ensure that your assets are managed efficiently and in line with your long-term objectives.
- Ongoing Monitoring & Adjustments: We stay on top of your financial plan and make adjustments when need, with your authorisation.
