Our services
Financial planning services and process
Don’t know what an advisor does or how we can help? We got you. Book a no-obligation chat and see what’s possible in your financial future
So, here’s our services and financial planning process.
Financial planning services
We’re financial advisors based in Penrith, Sydney here to elevate your money game and help you achieve the bouje lifeyou’ve dreamed of; because you deserve nothing less than to live a life free from financial stress.
And we are here to educate, guide and support you through that journey
Ready to get started? Check out our services below.
Self-managed Super
Wondering whether an SMSF is the right choice for you?
We can help sort the fact from the fiction
Investment Planning
Want to start investing but overwhelmed with all of the information out there
Superannuation
The money that is so often forgotten about. You work hard for it, why not make it work harder?
Personal Risk Insurance
No one likes to consider worst case scenarios; but what if something happens to you or a loved one?
Retirement Planning
Thinking about throwing in the towel and escaping to a tropical isle. You’re not alone
Aged Care Financial Advice
Considering a retirement home for you or a loved one. Let us help you make informed decisions
Financial Lending Solutions
Navigating all of the options can be overwhelming. Chat to our lending specialist
Are you ready to make your cash work hard for you?
Why leave your finances to chance? There’s no better time than now to improve your financial future. Book an obligation-free chat or give us a call on (02) 9629 1866 and see how we can help you create and protect your wealth.
Financial planning process
Who doesn’t love a good process? OK, maybe not everyone, but we certainly do. We’re not just here for a one-time chat. Consider us your financial BFFs (best financial friends). We’ll stick with you through thick and thin – from major life milestones to unexpected financial hurdles. need a quick check-in? No problem. Want to shake things up and adjust your strategy? We’re on it. We’ve gor your back for the long haul.
Here’s a brief outline of how we work.
Get to know you
Either face-to-face in our Penrith office or over Zoom.
Goal-setting
Setting goals is an important part of the process. It’s not simply about getting to know your finances. We get to know you and what’s driving you.
Number crunching
We have a real love affair with your numbers. This allows us to tailor our advice to you specifically.
Let's get started
This is all about implementing your plan and ensuring no circumstances have changed since we first met.
Walk with you on the journey
Here’s where your journey to financial freedom really begins. And we’re here to help you on your journey.