How can we setup and appointment and which meeting types do you offer?

We use a full online booking system that allows you to lock in a time and place to meet. Our meetings can be done over a phone call, video meeting or in person.

How long is the first appointment and what does it cost?

For our fist appointment we will need approximately and hour to go over your financial goals and current affairs to identify where we can help. We offer a no obligation complimentary first meeting.

What does financial advice cost?

Our current business model is structured that there is no cost to the client as we mostly get paid by the provider that meets the clients need in form of commissions. Please also read our public disclosure statement that talks about fees and costs associated with our service.

Isn’t it only the rich and wealthy that need financial advice?

No not at all, everyone can benefit from financial advice as it does not only involve wealth management. We help our clients understand where financial advice can assist them irrespective of where they find themselves on their financial journey. To find out a bit more of the different stages of a financial journey please have a read of our Financial Journey page.

How long does it take to complete a home loan application?

Our full home loan application only needs about 10-15 minutes to complete. You can complete your home loan in the comfort of your home and all within your secure client portal that saves all info as you go. Even better you can upload all documents needed directly from your computer into your client portal.

What services can you offer me?

We can assist with Home loan advice, Personal and Business insurance Advice and general long-term planning advice.