Financial advice to create
YOUR GOOD LIFE.
FREE DOWNLOAD
15 Financial Strategies to create YOUR GOOD LIFE
SAVE
GROW
PROTECT
“Alex helped me save time, stress, fees and delivered a better outcome”
George
“Great, clear communication throughout and always very happy to explain the finer points.”
Ben
“I have never felt so in control of my finances as I do now.”
Rebecca
How we help you create
YOUR GOOD LIFE
How we help you create YOUR GOOD LIFE
We help you save what you can, grow what you have and protect your assets forever
It’s all about YOU!
You receive a comprehensive written financial plan outlining our strategies and tactics to meet your needs, goals and objectives.
We then do all the heavy lifting in implementing the plan for you and we then work with you for future years to maintain, change and review YOUR GOOD LIFE to keep you on track.
How It Works
1
Let’s Talk
Simply click LET’S TALK to book a time to discuss YOUR GOOD LIFE
2
Discovery Meeting
Get together for a Discovery Meeting to make sure we’re the right fit for you
3
Get Started
We start working on our written plan to CREATE YOUR GOOD LIFE
How we are different
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What our clients are saying
Fees & Services
Engagement (Upfront) Fees
FIXED FEE ADVICE
From $3,850 incl GST
Features
- Goal Setting & Meaningful Action Plan
- Analysis of your Current Financial Position
- Investment Profiling & Preferences
- Risk Assessment & Recommendations
- Wealth Roadmap
Progress (Ongoing) Packages
Services
- Goal Setting & Action Plan
- Face to Face
- Strategy & Product Review
- Portfolio
- Benchmarking
- Reporting & Benchmarking
Ongoing fees are often tax deductible
Video Testimonial Section
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