Frequently Asked Questions

Our Advisors keep up to date with all the qualifications needed to practice in Australia.

We’re also a FPA Professional Practice. As an approved FPA Professional Practice, we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia FPA. We have met their rigorous eligibility and ongoing commitment criteria and employ a high proportion of CERTIFIED FINANCIAL PLANNER® professionals – the most qualified financial planners in the world.

Professional Practice - Financial Planning Association of Australia

The initial Discovery Appointment with our advice team is $330.
All other fees are based on the scope and complexity of the advice needed.  You can refer to our pricing page for more information, or if you’d like enquire about an estimate, please call us on 1300 388 285, or fill out the contact form and an advisor will contact you. 

To get the most out of your appointment with us, please ensure you have access to:

  • Drivers Licence
  • Passport
  • Bank statement

Your Advisor will let you know if there’s anything else you need to bring along to your appointment.

There are a lot of costs involved with Aged Care, which can become quite confusing.
Talk to one of our Advisors today.

Yes, we have limited times available outside of our normal office hours.
Just ask our friendly advice team, and we will be able to arrange an alternative time for your appointment.

As our advice focuses heavily on goal setting and mapping out the future, we encourage our clients to always bring their partner to appointments. This ensures we’re working towards both of your goals.