A financial advisor helps you make informed decisions about your money and financial goals. You might need one to navigate complexities like retirement planning, investments, and tax strategies.

We offer both fee-based and commission-based structures, tailored to fit your needs and preferences.

Our advisors hold various certifications including CFP status ensuring they meet high professional standards.

Our investment philosophy focuses on long-term growth with risk management. We tailor strategies based on your goals and risk tolerance.

We typically schedule yearly reviews but can adjust the frequency based on your preferences and needs.

Yes, we operate under our own AFSL (494196) which means we are legally obligated to act in your best interest.

After an in-depth assessment of your financial situation and goals, we create a customised plan that aligns with your objectives.

Yes, we offer comprehensive services that include estate planning and tax optimisation strategies.

Our minimum investment requirement is $50,000, but this can be flexible based on your financial situation.

We prioritise security and use advanced encryption techniques to safeguard your information.

We manage a variety of accounts, including self-managed superannuation funds, corporate and trust structures, and individual or joint accounts.

The first step is to schedule a complimentary consultation where we invest the time to assess your financial situation and discuss your goals.

Yes, we have our Wealth Portal which is a secure online portal where you can view your portfolio and financial reports 24/7.

Investments are chosen based on your risk profile and financial goals, following a diversified approach.

If you wish to exit or make changes, we’ll guide you through the process to ensure a smooth transition. There may be tax implications to consider.

Yes, we offer webinars, newsletters, and articles to keep you informed about market trends and financial planning.

While past performance isn’t indicative of future results, we are transparent about our track record and can provide detailed reports.

Our strategies include diversification and risk management to navigate market volatility, aligned with your risk tolerance.

Absolutely, we welcome referrals and may even consider offering a referral discount on your advisory fees.

Yes, we offer a customer service hotline and have an online chatbot that is available during business hours for any immediate questions or concerns.

A mortgage broker acts as an intermediary between you and lenders, helping you find the best mortgage rates and terms suited to your needs.

Mortgage brokers are generally paid a commission by the lender, although in some instances a flat fee may be the best option and is then negotiated with the client.

We specialise in a range of loans, including first-time homebuyer loans, refinance loans, investment property loans, and more.

We assess your financial situation, credit score, and property details to match you with the most suitable loan options.

Yes, we have experience in securing mortgages for clients with less-than-perfect credit histories.

The process can vary but generally takes between 30 to 45 days from application to closing.

Yes, we liaise with lenders on your behalf throughout the process, making it less stressful for you.

Yes, we can assist with obtaining a pre-approval letter, which can give you a better idea of your budget and strengthen your buying position.

Common documents include proof of income, credit history, identification, and information about the property you’re purchasing.

If rates change, we’ll discuss your options. Some loans allow for rate locks, while variable-rate loans may be affected by market fluctuations.