Financial Discovery Service​

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We usually start all our interactions with new clients with our Financial Discovery Service.

Before we can answer questions like:

  • “should I invest in shares?”,
  • “should I invest in an investment property?”,
  • “should I put more into my super?” etc

We need to know about you, where you are now and where you want to be in future. This goes beyond the financial, we want to know how you feel about your financial situation, is there anything holding you back stopping you from achieving financial success, are you “good with money”.

Then we want to know where you want to be in 5, 10 or even 20 years in future. This gives us context to help you manage your finances to support the life you want. This also helps us determine what other financial planning services might be appropriate in your case.

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