How do I get started?
| Step 1 | Step 2 | Step 3 | Step 4 | Step 5 |
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Tell us about you. What are your financial and lifestyle goals? Which values or principles are important to you? Are there any investments or sectors you wish to support or avoid? To tell us more about your goals and values Click here.
We offer a free initial meeting of 60 minutes. During the meeting we will discuss which types investments and strategies suit your financial and lifestyle goals, without compromising your ethical values.
Step 3 Receive our tailored advice Our advice to you will be in writing. It will be included in a comprehensive financial plan. The plan will be designed to meet your specific needs. It may cover strategies including: self managed superannuation funds, direct equities, tax-effective strategies, retirement planning, regular savings plans, debt management, estate planning and life insurance.
Step 4 Implement our recommendations With your agreement to proceed, we will carry out the advice we have recommended. This may include buying or selling investments, as well as, implementing financial strategies.
To ensure that our advice to you remains current and appropriate to your needs, we will regularly review your investments and financial strategies. This is our ongoing service to you.
To get started now, Click here. |