Our financial advice practice operates on a fee-based model, with charges determined by the complexity of your financial planning needs. Before commencing any work, we always fully disclose all fees, including ongoing service fees if it is involved.

Our highly experienced advisors hold advanced degrees in Finance, International Business, Economics, and Financial Planning, ensuring their credibility. They meet all industry education and experience standards and have successfully passed the financial advisers’ national exam, making them fully qualified professionals.

Yes, you can. This type of advice is known as scaled advice.

You don't need a certain amount of money to see our financial advisor. We believe that everyone can benefit from our services, regardless of their financial situation. Our clients include those who are just starting to build their wealth, purchasing their first home, managing family finances, planning for retirement or the transfer of their wealth to the next generation. Our experienced financial advisors can guide you towards achieving your financial goals, no matter how much or how little money you have. So, feel free to schedule an appointment with us, and we'll be happy to help you with your financial planning needs.

You don't need a certain amount of money to see our financial advisor. Everyone can benefit from our services, regardless of their financial situation. Our clients include those just starting to build their wealth, purchasing their first home, managing family finances, planning for retirement or transferring their wealth to the next generation. Our experienced financial advisors can guide you towards achieving your financial goals, no matter how much or how little money you have. So, feel free to schedule an appointment with us, and we'll be happy to help you with your financial planning needs.

We recognize that your privacy is paramount. Our business is governed by legislation that protects your personal information, including the Privacy Act 1988 and the Australian Privacy Principles (APPs) Privacy Amendment (Enhancing Privacy Protection) Act 2012, which replaced the National Privacy Principles established under the Privacy Amendment (Private Sector) Act 2000. Our Privacy Policy sets out our commitment to these principles and requires all our staff to adopt our Privacy Policy. If you wish to obtain a summary of the Australian Privacy Principles, you can do so by contacting our office.

At our business consulting division, we have experience working with a diverse range of companies. Whether a pre-launch start-up or a well-established business with 75 million dollars in annual revenue, we can provide customized solutions to your unique needs. Our clients typically have between 2 and 100 employees, and we are proud to work with businesses of all sizes. We understand that each company has its own challenges and opportunities, so we take the time to get to know our clients and tailor our services accordingly.

Our rates are flexible and depend on the nature of your project. Typically, we charge a fixed fee based on the scope of work, deliverables, and timeline. However, you require ongoing support and advice. In that case, we can also offer you an hourly rate or a fixed monthly fee for a predetermined number of hours each month. This approach is especially suitable for clients who need regular assistance. Before starting any work, we'll provide a detailed cost estimate. We'll work with you to agree on a payment structure that meets your needs and ensures a successful outcome.

Regarding business consulting projects, the length of time can vary depending on several factors. These include the specific needs and challenges of the company, the budget, the size of the organization or team, and the scope of the consulting project. Our consulting engagements can range from just a few weeks for a quick assessment or training to a few years for large-scale enterprise change management and business transformation initiatives.

Expert guidance is crucial if you want to overcome the challenges that brought your company to this point. Partnering with a business consulting practice that delivers tangible and positive results is vital. Our consultancy offers a free initial consultation to assess whether we can provide a practical and cost-effective solution tailored to your needs. This is an excellent opportunity to learn more about our services, evaluate our compatibility with your business, and determine if we're the right fit for you.

We work with start-ups and entrepreneurs at various stages of their business journey. Whether you're developing or refining your business model, identifying target markets and economic feasibility of your business idea, mapping out your operations, strategizing your launch, or seeking expertise in any aspect of launching your company, we can provide the impact and expertise you need to succeed.

During our initial consultation, we focus on understanding your needs and goals. Depending on your requirements, we'll introduce you to our business consultant or financial advisor and work with you to determine if we can provide valuable guidance. Unlike a sales pitch, we won't try to be everything to everyone. If we can't help you, we'll be honest and let you know.