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Welcome Aboard!

We're thrilled you've chosen to begin your financial journey with us! Let's take care of the financial details so we can get started right away.

Financial Strategy 

Single

Individual's Strategy

  • For singles, widowed, or divorced clients planning retirement, aged care, or downsizing alone. Includes a full strategy across super, Centrelink, aged care, estate planning, and asset structuring—tailored for individuals making decisions on their own.

$3,900

Couple

Couple's Strategy

  • For couples planning together—whether for retirement, aged care, or simplifying life as a team. Provides joint financial advice covering both partners’ super, Centrelink, property, aged care pathways, and estate needs. Essential for joint finances.

$5,500

Complex

Advanced Strategy

  • For clients with SMSFs, multiple properties, trusts, business entities, or complex tax or aged care needs. Best for scenarios requiring deeper modelling, capital gains planning, or integrated family wealth structuring and more.

$7,700

Note:
1. A 0.55% implementation fee applies if we assist in setting up investments as part of your strategy.
2. In limited cases (e.g. lifetime annuities for retirement income), a separate product implementation fee of up to 2.2% may apply.