We do this by getting to know you on a deeply personal level - understanding your goals, aspirations, and what keeps you awake at night.
Once we know what you truly want in life, we can use our knowledge and experience to help you to make wiser decisions. We explain your options and educate you so you are empowered to make the decisions that are right for you.
Knowing you’re making good financial decisions helps you to become more certain of where you are heading and more motivated to get there..
To understand what services and strategies you may need to achieve your financial goals, we conduct an initial discovery meeting. In this session, we will spend some time getting to know you on a personal and financial level.
Ahead of this meeting, you can expect to be asked a lot of questions about your current financial position. We do this so we are as prepared as possible for your meeting, spend less time discussing facts and figures and more time having a realistic conversation about what you want from life and how we can help to make it happen.
With the range of expertise and experience within our team we can offer a wide variety of solutions that can get you properly set up and on the path to success.
Our ability to work closely with accountants sets us apart from other financial advisors. We believe in the value both professionals can bring to your future.
As financial advisors, we focus on your future goals and develop strategies on how to get there. Your accountant will ensure that you remain compliant with the law as we go and provide input and support to help us make the right decisions for you.
We are able to work with your existing accountant, but also have an ongoing 20-year partnership with Halletts Chartered Accountants in Canberra that continues to provide outstanding 360-degree support to our clients.
Our business is built on the foundation of accepting no commissions on all investment and superannuation products. We believe in the value of the advice and solutions we provide irrespective of the products that you use.
We understand that you want the certainty of a fixed price fee for any advice work done by us. This will be clearly outlined to you before we commence any work on your behalf.
Book your initial meeting with us to understand how we can help you achieve your goals. Our first meeting is obligation free and Back to Back bears the cost.
Our meetings can be conducted in person or via Zoom. You can book your initial conversation through our enquiry form or by calling or emailing us.