Financial advice to create

YOUR GOOD LIFE.

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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

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How we are different

What our clients are saying

Fees & Services

Engagement (Upfront) Fees

FIXED FEE ADVICE

From $3,850 incl GST

Features

Progress (Ongoing) Packages

Services

  • Goal Setting & Action Plan
  • Face to Face
  • Strategy & Product Review
  • Portfolio
  • Benchmarking
  • Reporting & Benchmarking

Silver

  • Annual
  • Annual
  • Annual
  • Annual
  • Annual
  • Annual

Gold

  • Annual
  • Bi-Annually
  • Annually
  • Bi-Annual
  • Bi-Annual
  • Quarterly

Platinum

  • Annual
  • Quarterly
  • Annually
  • Quarterly
  • Bi-Annually
  • Monthly

Ongoing fees are often tax deductible

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Stop going around in circles and feeling frustrated or overwhelmed.
Secure your financial future now to start living
YOUR GOOD LIFE

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YOUR GOOOD LIFE.