Targeting your goals
How we will help you achieve your financial goals
We understand that getting financially fit, or committing to full financial planning, is a very important decision in your life. So with this in mind, we've set out a simple process to help you get started.
Your personal circumstances and goals are unique—and so we tailor our financial fitness and financial planning advice specifically to your requirements.
Your experience with us will be custom designed to suit your individual needs. We start by targeting the most pressing areas in your situation, with a focus on enabling you to make positive progress immediately.
Our first contact with you is a simple phone call. In this conversation, we aim to identify what you are looking for, through a broad discussion around your goals, where you are at the moment and why you've decided to take action.
You may have already decided that you'd like to work on your financial fitness, or perhaps you're looking for guidance on how to get your investments working well. Or, maybe you want to begin planning your financial future but you're just not sure where to start. Whatever your needs are, this initial discussion is aimed at finding the best starting point for you.
You can make the first step today. Give Jane a call on 0400 202 716.
All services are provided on a fee-for-service basis, with payment plan options.