Fixed-fee financial planning
Fixed-fee financial planning
Financial advice for every season of life
Financial advice for every season of life
Calm, considered advice on retirement, investing, insurance and estate planning, with every fee agreed before we begin.
Calm, considered advice on retirement, investing, insurance and estate planning, with every fee agreed before we begin.
Licensed financial advice
Every cost disclosed in writing
Growth over time
Example
Invested
Added
Free 20-minute intro call, no obligation
Growth over time
Example
Invested
Added
Free 20-minute intro call, no obligation
Growth over time
Example
Invested
Added
Free 20-minute intro call, no obligation
Fixed fees, agreed upfront
Every cost disclosed in writing
Advice in plain English
Licensed and regulated
Face to face or online
A plan you can actually follow
How we help
What would you like to sort out?
Pick what’s on your mind and see how we’d help.
How we help
What would you like to sort out?
Pick what’s on your mind and see how we’d help.
How we help
What would you like to sort out?
Pick what’s on your mind and see how we’d help.
Know when you can stop working.
We work out a realistic retirement date and income, then build the plan to get you there and make it last.
A clear retirement date and income target
Age Pension and drawdown planning
Reviews as rules and markets change
Know when you can stop working.
We work out a realistic retirement date and income, then build the plan to get you there and make it last.
A clear retirement date and income target
Age Pension and drawdown planning
Reviews as rules and markets change
Know when you can stop working.
We work out a realistic retirement date and income, then build the plan to get you there and make it last.
A clear retirement date and income target
Age Pension and drawdown planning
Reviews as rules and markets change
Compound growth calculator
Compound growth calculator
See what time and steady saving can do.
See what time and steady saving can do.
Choose a return, how much you add each year and your age range. Watch how growth on growth builds over the years.
Choose a return, how much you add each year and your age range. Watch how growth on growth builds over the years.
No sign-up, nothing stored
See how much comes from growth, not just saving
Bring your numbers to a free 20-minute call
Illustration only, not a prediction or personal advice. Assumes the return you choose is earned every year, compounded annually, with additions at the end of each year. It ignores fees, taxes and inflation. Actual returns vary and can be negative.
Services
Advice for every part of your plan.
Services
Advice for every part of your plan.
Services
Advice for every part of your plan.
How it works
From first chat to a plan you can follow.
How it works
From first chat to a plan you can follow.
How it works
From first chat to a plan you can follow.
1
1
Free intro call
Free intro call
A relaxed chat about where you are and what you’d like help with.
A relaxed chat about where you are and what you’d like help with.
20 minutes, free
20 minutes, free
2
2
Get to know you
Get to know you
We look at your income, assets, debts and goals in detail.
We look at your income, assets, debts and goals in detail.
About 90 minutes
About 90 minutes
3
3
Your written advice
Your written advice
Clear recommendations in a Statement of Advice, walked through together.
Clear recommendations in a Statement of Advice, walked through together.
2 to 3 weeks
2 to 3 weeks
4
4
We stay with you
We stay with you
If you choose ongoing advice, we review your plan as life changes.
If you choose ongoing advice, we review your plan as life changes.
Every 6 or 12 months
Every 6 or 12 months
Our promises
What you can expect from us.
Our promises
What you can expect from us.
Our promises
What you can expect from us.
Costs in writing
Costs in writing
You’ll know every fee before you commit to anything.
You’ll know every fee before you commit to anything.
Plain English
Plain English
Every recommendation explained in words that make sense.
Every recommendation explained in words that make sense.
Your interests first
Your interests first
We’re required by law to act in your best interests.
We’re required by law to act in your best interests.
No pressure
No pressure
Take your time. A good plan doesn’t need a rushed decision.
Take your time. A good plan doesn’t need a rushed decision.
15+
years advising families
15+
years advising families
Meet your adviser
Meet your adviser
Real people, not a call centre.
Real people, not a call centre.
“Good advice should feel like a weight off your shoulders. My job is to make the complicated simple, and to be there when life changes.”
“Good advice should feel like a weight off your shoulders. My job is to make the complicated simple, and to be there when life changes.”
Sarah Whitfield
Sarah Whitfield
Principal Financial Adviser
Principal Financial Adviser
Certified Financial Planner
Certified Financial Planner
Retirement specialist
Retirement specialist
Insights
Short reads that make money simpler.
Insights
Short reads that make money simpler.
Insights
Short reads that make money simpler.
Ready for a plan you can grow into?
Book a free, no-obligation 20-minute call. We’ll listen, answer your questions and be upfront about whether we can help.
Book your free call
No obligation. General information only until we provide personal advice.
Ready for a plan you can grow into?
Book a free, no-obligation 20-minute call. We’ll listen, answer your questions and be upfront about whether we can help.
Book your free call
No obligation. General information only until we provide personal advice.
Ready for a plan you can grow into?
Book a free, no-obligation 20-minute call. We’ll listen, answer your questions and be upfront about whether we can help.
Book your free call
No obligation. General information only until we provide personal advice.