Our Process

Our initial meeting is free. Once we have spoken to you over the phone or via email, we set up an initial meeting at our Brookvale office or via Zoom.

1. If you decide you would like to meet with us we will email you a Client Profile (pdf format) as well as our Financial Services Guide which we ask you to fill out as best you can before our meeting. (not essential) This is simply a way of getting an overview of you and your circumstances and and your goals, long and short-term.
2. Once we have gathered some information we may meet face-to-face or over Skype, to learn about whatever it may be that you want to achieve with your finances, and to see if we can help you.
3. Following this initial meeting we will review all the information we have gathered and present you with a ‘Proposal for Financial Advice’. Herein we will disclose the proposed fee we will charge for financial advice. We ask that you consider the tailored oultine we present and decide if you would like to go ahead with financial advice.