Financial Planning
With a commitment to excellence and a passion for justice, we offer a diverse range of specialized legal services tailored to your unique circumstances.
Book a no cost, no obligation consultation with our Certified Financial Planner® to maximise your wealth
With a commitment to excellence and a passion for justice, we offer a diverse range of specialized legal services tailored to your unique circumstances.
We are committed to delivering the highest standards of advice and customer service and pride ourselves on our value added services. We’ll work with you to achieve your financial and lifestyle objectives by providing integrated, holistic solutions to you.
Start your financial journey with a friendly, no-obligation 15-minute discovery call. During this chat, our Financial Planner will understand the issues you are seeking to address and get to know your circumstances, helping us determine if we're the right fit for you.
Benefits:
Completely free and no obligation
Personalised assessment of your needs
Clear direction on which financial planning service is right for you
We'll explain the process and what’s required, so you can be confident moving forward.
Before your consult, we'll send you a brief questionnaire so we can get some basic facts to ensure your time with us is as productive as possible. During this session, we'll uncover any financial roadblocks and discuss your aspirations, such as ideal retirement age, financial goals, and more. You’ll leave with a clear understanding of potential next steps.
Benefits:
Comprehensive assessment of your financial position
Personalised insights of your available options.
Consultation fee credited towards further financial planning services
Should you opt for our full financial advice or bespoke services, the consultation fee will be credited towards the package price.
Book an initial consultWhen you need targeted financial advice for a specific situation or issue, our Limited Advice service provides expert guidance at an affordable rate.
Whether you’ve just received an inheritance, are looking to start a portfolio, or considering buying an investment property, we’ll help you make informed decisions.
Benefits:
Tailored advice for specific financial scenarios
Cost-effective alternative to a full SOA
Peace of mind in making sound financial decisions
For those seeking a comprehensive financial roadmap, our Full (Comprehensive) Financial Analysis package delivers a customised Statement of Advice (SOA) that addresses all areas of your financial life.
After crafting a detailed plan, we'll help you implement it, manage ongoing tasks, and offer an annual review to ensure you're staying on track. You can check in with us anytime for peace of mind.
Benefits:
Holistic financial strategy tailored to your goals
Annual reviews to keep your plan on track
Ongoing management and support to ensure long-term success
For clients with more complex financial needs, our Bespoke Advice service offers personalised solutions that cater to unique circumstances.
Whether you're managing family trusts, SMSFs, or running a business, we provide tailored strategies to help you navigate the complexities with ease.
Benefits:
Fully tailored financial advice for complex situations
Expertise in family trusts, SMSFs, businesses, and more
Ongoing support and customised solutions for your specific needs
Ongoing support and customised solutions for your specific needs
With a commitment to excellence and a passion for justice, we offer a diverse range of specialized legal services tailored to your unique circumstances.
We are committed to delivering the highest standards of advice and customer service and pride ourselves on our value added services. We’ll work with you to achieve your financial and lifestyle objectives by providing integrated, holistic solutions to you.
What to Expect:
Begin your journey with a free, no-obligation call where we learn about your financial goals and challenges. Our Financial Planner will assess your needs and help determine the right service package for you.
Outcome:
We'll guide you toward the best service offering, whether it's a specific advice package or a more comprehensive plan.
What to Expect:
Once you decide to move forward, we’ll send you a detailed questionnaire to complete before your consultation to capture important information we need to assess your needs and to help you. During this session, we’ll dive deep into your financial goals, any potential roadblocks, ideal future, and outcomes you seek.By the end of this session, you'll have a clear understanding of your next steps and options available.
Outcome:
You’ll have a clear understanding of where you are now and how your tracking, along with potential strategies to enhance and protect your finances. If you choose to proceed with Full FinancialAdvice or Bespoke services, this consultation fee will be credited toward those services.
What to Expect:
We’ll craft a customised and personalised financial plan specific to your situation. This could include pre and post retirement strategies, investment planning, or other tailored advice like handling inheritance or purchasing property.
Outcome:
Receive clear, personalised recommendations that align with your goals. You’ll receive a detailed Statement of Advice (SOA) with an actionable plan
What to Expect:
We move forward by implementing the strategy. We will project manage the implementation —whether it's implementing investments, setting up banking or retirement accounts, or overseeing any administrative tasks to bring your plan to life.
Outcome:
We take the hassle out of the execution, allowing you to focus on your life while we optimise the financial aspects.
What to Expect:
Financial planning is an ongoing process. We’ll provide continuous support, with regular reviews to keep you up to date and to monitor your progress and adjust the plan as necessary to ensure it stays aligned with your goals. Additionally, you can reach out to us at any point with questions or concerns.
Outcome:
Confidence in knowing that your financial plan is not only set up but continually reviewed and benchmarked against your targeted goals and adjusted to reflect life’s changes, giving you full peace of mind.
Let’s Get in Touch
To schedule an appointment with one of our skilled lawyers, please fill out the form below or contact our office directly.
Our friendly staff will promptly assist you in arranging a consultation at a time that works best for you.
