Frequently Asked Questions

This can vary depending on what needs to be discussed but generally an initial meeting will run for approximately 60 minutes.

We will generally send you an initial appointment pack which will require you to complete some information around you and your situation. This is to better help prepare and ensure our initial meeting is beneficial.

We are flexible in whatever works best for you.

We have an office at Charlestown where we can conduct our meetings or we are happy to visit you in the comfort of your own property if preferable. We can also facilitate virtual or phone-based meetings if more convenient.

We are not aligned with any financial institutions or superannuation funds. If we need to make a financial product recommendation, we can look to ensure you are matched with an appropriate investment vehicle from a broad range of products.

In some cases, you can have fees debited from your superannuation fund or investments. We will discuss the potential for this as an option if it is relevant to your situation.

We will aim to implement any recommendations where possible and this generally forms part of any overall costs. Some recommendations however may require assistance from you – if this is the case we will guide you through this process and ensure it is done correctly.

Got another question not covered above? Feel free to reach out and get in touch with us today.