Do you have a specific financial or life challenge that has popped up and you're not sure how to tackle it?
Are you about to undergo a major change in your circumstances like retirement or welcoming a new family member?
Is there something financial on your 'To Do' List that has been there for far too long and you just want it gone?
Our Single Solutions service might be for you. We have a range of neatly packed, fixed price advice modules that tackle specific challenges and needs, which keeps the cost down for you and gets or issue sorted properly and professionally. Examples of Solutions we can provide:
RetireWell - Get ready for a long and prosperous retirement
ProtectMe - Ensure my family and I are protected financially if anything tragic or unexpected was to happen
Sort My Super - Get your super all tidied up and humming along nicely, building for your retirement
Demolish My Debt - Get advice about how to knock out your debt as soon as possible, and see what that could save you in interest and fees!
Passive Income Builder - Start investing and building an asset that will pay you an income whether you get out of bed in the morning or not!
Tactical Banking - Transactional banking advice to reduce your bank fees and streamline your cashflow management!
MyLegacy - Ensure your affairs are in order and protected so you can leave a legacy for your loved ones.
Following the delivery of our Single Solutions advice modules, you also have the option of maintaining and ongoing review and monitoring relationship with us, to ensure that the advice we have provided and any financial products we may have recommended continue to be appropriate for you in an ever-changing world and as your circumstances change over time.
Are you seeking even more financial certainty over your whole financial future?
Would you prefer a more comprehensive approach to developing a financial strategy that takes into account all of the variable factors that could impact your future?
Is it important to you to be able to have regular visibility of progress towards your goals?
Do you respond well to ongoing guidance, support and if neccessary, realignment towards your goals and objectives?
Our Strategic Partnership is deigned to be a comprehensive, multi-faceted approach to helping you achieve the goals and objectives that are most important to you.
Following a detailed Discovery, Goals and Scoping session, we will develop a comprehensive set of strategies, and model those strategies out using your real cashflow information, to refine and determine the best possible path for you to tread towards reaching your objectives. We will then assist you with implementing these strategies, and check in with you on a regular basis to monitor your actual progress towards key milestones. If your goals change or actual results are outside of expectations, we will work with you to adjust and correct course along the way.
This service is ideal for clients who really value an ongoing relationship with a professional adviser and the benefit from the ongoing guidance and certainty that it brings.