Know Exactly Where You Stand — Now and at Retirement

 A clear, long-term financial plan tailored to your super, investments and structures, so you know what you can spend, what you’ll need, and how to keep everything on track without stress.

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Optional Ongoing Support — cancel anytime

Ongoing Support — for people who want clarity year after year

Most clients choose to continue with ongoing support because their financial life doesn’t stand still.

Markets move, laws change, goals evolve — and having someone in your corner makes everything easier.

Ongoing Support Fees

– First Person: $424/month

– Per person (couple): $283/month each

– Per entity (up to two): $283/month each

– Additional entities beyond two are included at no extra cost

With ongoing support, you receive:

01

Annual strategy refresh & retirement projections

Your plan is re-modelled each year – or when required – so you always know:

– whether you're still on track,

– when adjustments need to be made,

– and what you can safely spend.

02

Investment oversight & portfolio reviews

I monitor your super and investment strategy so it stays aligned with your goals – not markets, headlines of hype.

03

Tax-aware structuring throughout the year

Guidance around contributions, withdrawals, capital gains and entity decisions so you keep more of what you earn.

04

Coordination with your accountant and other professionals

I work directly with your accountant so everything is aligned – not fragmented across multiple advisers.

05

Priority, unlimited access for questions and decisions

You can contact me anytime – there is no cost to call or message, and no limits on how often you reach out.

Whether it's a major expense, a market drop, a new opportunity or a change in circumstances, you get clear advice without waiting weeks or booking a sales call.

You're in control

You can turn ongoing support off at any time – but most clients choose to keep it because it provides peace of mind and keeps everything running smoothly.

"Most clients choose ongoing support because it provides the real value – clarity, accountability and guidance as life evolves."

Flexible payment options

You can pay your fees from:

– super,

– investments,

– cashflow, or

– a combination - whichever is most tax effective for you.

Not ready to commit yet?

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