For people who prefer to receive financial advice on just one specific financial need, we offer the Essential service. This service is for clients looking for a defined service and guidance. Clients may be young and just starting out, or those not ready for holistic financial planning advice. The service is limited to advice on fundamental financial decisions such as superannuation, managed funds or insurance.
A Comprehensive service package is for people who want a close working relationship with their financial planner, are willing to act on professional advice and are serious about success. They have life goals and are motivated to achieve them.
Our Premium package incorporates everything in the Comprehensive service package, plus additional wealth creation and management benefits. Generally more complicated or time consuming advice and services are required. For example, Social security, Aged Care or dealing with multiple entities.