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What youRecieve
A trusted relationship with people who are always there for you.
Great Service
Simplified solutions, attentive understanding, and swift responses define our commitment to excellent service.
Smooth Process
Our process includes introductory meeting, preparation and explanation of your advice, implementation and ongoing support.
Peace Of Mind
We refund the advice preparation and implementation cost, if within 30 days you do not proceed with the initial advice & do not see value.
“We believe great relationships creates trust, connection and results in a successful, enjoyable life”.
– Roger Perrett, Partner
A Trusted Relationship
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Obtain Strategy Advice
Our advice will help you plan for life events and for you to achieve your goals. We take into consideration your current situation & goals, economic condition and government rules & benefits.
Conducting Annual Advice reviews, we ensure that your strategies are revisited at least every 12 months. This approach allows us to adapt to changes in your situation, market dynamics, and evolving government regulations, optimising your financial plan accordingly.
You can contact us at any time to ask questions, to obtain advice or, gain reassurance.
Obtain Investment Advice
We can review your investments whether held personally, within superannuation (Self-managed superannuation – SMSF) or, in other entities such as trusts and companies. This to determine if your portfolio continues to meet your risk profile, and are performing well.
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Introductory meeting
Simplifying The Complex
Fast & Responsive
Listen & Understand
Implementation Of Advice
Meeting Agenda
About now – Telling us about your current situation including your family and financial position and what is on your mind.
About the future – Describing what you would like life to be like in 5-10 years.
Create an action list – Or a plan, with your opportunities as well as problems to solve. This list will act like a bridge from now and into the future.
Next steps – including help with this action list to ultimately have a great retirement.
Your Guarantee – We refund the advice preparation and implementation cost, if within 30 days you do not proceed with the initial advice & do not see value.
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Attractive pricing & guarantee
Our initial meeting comes at no cost to you, serving as an introduction to our services. Subsequent costs for preparing and implementing advice are determined by the complexity of the recommendations, and we will provide a detailed breakdown after the introductory meeting.
For ongoing regular advice, costs are influenced by both the complexity of the advice and the value of the investments under our management. Our guarantee ensures your satisfaction — if, within 30 days, you decide not to proceed with the initial advice and do not see value, we will refund the costs associated with advice preparation and implementation.
Peace of Mind
Have peace of mind with complexity removed.
Gain Confidence
Gain confidence with personalised strategies.
Enjoy Life
Create wealth to enjoy.
For A Great Retirement Lifestyle
Merran, 46 - 55 years, Spencer, NSW
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Margaret, Alexandria, NSW, 55+
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Joe, 56 - 65 years, Castle Hill, NSW
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Phil, 56 - 65 years, Narraweena, NSW
Lisa, 56 - 65 years, Rose Bay, NSW
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Vanessa, 56 - 65 years, Balgowlah Heights, NSW
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Patricia, 65+ years, Hornsby, NSW
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Vivienne, 65+ years, Leura, NSW
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Mark, 56 - 65 years, Balmain, NSW
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Jo, 46 - 55 years, Freshwater, NSW
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Kathleen, 56 - 65 years, Bundanoon, NSW
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Paul, 56 - 65 years, Balgowlah Heights, NSW
Graydon, 65+ years, Narrabeen, NSW
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Terry, 56 - 65 years, Balmain, NSW
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Carmen, Beverly Hills, NSW, 45+
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Bruce, Crows Nest NSW, 65+