Our Services

How can we help you?

The attached flyer explains a little more about how our financial planning services and its benefits to you, which can be summarised as gaining peace of mind through the greater certainty that results from working with a professional to help you manage the complexity in your financial life.

The starting point for our services is typically a 90 minute Discovery Meeting in which we seek to understand more about you  - what is important to you, what outcomes you are seeking to achieve and your current financial situation.

Following the initial Discovery meeting we can propose one of two service options to help you obtain greater peace of mind and control over your financial affairs by using our independent financial planning advice:

Consulting ServiceOur consulting service provides initial and ongoing advice to help maximise the probability of achieving your objectives through changing personal and external circumstances.

This service is best suited to clients valuing an ongoing advisory relationship with regular progress meetings to help keep plans on track.

For example:

  • You may be receiving a good income and are now ready to seek professional advice to help you develop and implement a long-term financial plan to achieve your future goals and aspirations, or
  • you may have reached the stage of your life where you have already accumulated some wealth and now seek help in dealing with the complexity that wealth brings through an ongoing relationship.
Specialist ServiceOur specialist service provides advice for making ad hoc decisions to address specific financial needs or rectify issues which don’t require ongoing service.

This service is best suited to clients who like to do things themselves but value expert advice from time to time while operating largely on their own.

For example:

  • You may simply be seeking expert help with insurance and estate planning, to protect your family, or
  • you may be managing your own self-managed super fund and seeking a professional sounding-board paid for on a pay-as-you-go basis.

In either case, you may not yet be ready for embarking an ongoing financial consulting relationship.



What next?

If you would like to find out more about our wealth consulting service before making an appointment, please speak to your usual contact at our firm or our Partner – Wealth Consulting, Michael Rees-Evans CFP® on 02 9299 7044.