Book a meeting

I specialise in working with:

• Individuals earning $150k+ per year.

• Families or professionals with $1M+ in assets (including superannuation, property, and investments).

Here’s what you can expect when we work together:

1. Discovery Call (30 minutes )

   • A quick, no-obligation call to discuss your goals and see if we’re the right fit.

Fill out a short form beforehand so we can maximise our time together. 

2. Fact-Finding Process (1–2 hours)

   • Online Questionnaire: Complete key details at your own pace.

   • Fact-Finding Meeting (1–1.5 hours): We’ll clarify details and explore your financial goals further.

3. Strategy Presentation (1 hour)

   • I’ll present a high-level overview of the financial strategies tailored to your situation. You’ll get a clear idea of the potential pathways forward.

At this stage, you’ll sign an agreement and lock in to receive the full financial plan.

4. Statement of Advice Presentation

   • Once you decide to move forward, I’ll formalise the plan in a detailed Statement of Advice, outlining the recommendations and steps to achieve your goals.

5. Implementation of Your Plan

   • I’ll assist in implementing the agreed strategies, ensuring everything is set up correctly and aligned with your goals.

   • Implementation typically takes 2–6 weeks, depending on the complexity of your financial plan. 

6. Ongoing Support and Annual Reviews

   • As an ongoing client, I’ll provide regular check-ins, annual reviews, and updates to your financial plan to keep you on track as your circumstances evolve.

Book Your Free 30-Minute Discovery Call Today!

Or, download my free guide on Optimising You Super or the Beginner's Guide to Investing to get started on your journey.