Frequently Asked Questions
About us
Where are you based, and do you work with clients outside of Toowoomba?
We are based in Toowoomba but we do frequently travel to Stanthorpe, Roma and Brisbane. However we can assist clients anywhere across Australia with current clients residing in Tasmania to Western Australia.
What we help with
What can strategic advice include?
Areas of advice can include superannuation strategies, retirement planning, investment strategy, insurance needs, tax-effective structuring, cashflow and debt strategy, Centrelink considerations, aged care, and estate planning.
Implementation of advice and Strategies
We aren't just about giving advice. We believe it is important to assist in implementing the advice and even more importantly about ongoing review and management to ensure the we remain on track and the advice remains relevant to your changing needs.
Do you only work with people who are already wealthy?
No. We all have to start somewhere and like you, we started with not much too. We firmly believe it's important to start the journey than worry about how much we have.
Process and fees
Is the first conversation obligation free?
Yes. It's also cost free. Our first meeting is about discovering more about you and assessing if and how we can help.
What does your advice process look like?
Discovery > Developing the Plan > Implementing the plan > ongoing management, review and advice. Life changes quickly so no plan should be looked at as a "set and forget" strategy.