Getting your finances sorted doesn’t have to be complicated. We’ve built a process that’s simple, practical, and built around you — the way it should be.
1. Quick Chat (Free & Easy)
We start with a casual 10 minute call.
No pressure. No cost. Just a chance to see where you're at, what you’re after, and if we’re the right fit.
2. Checkup & Deep Dive Sessions
If you're keen, you can book in the checkup session for a cost of $149+GST. Following this, you will receive a one page game plan, and it's up to you whether you want to continue to a Deep Dive Session for the full service.
3. Your Personal Plan
Based on what we learn, we build a financial plan that works for you. It’s not about spreadsheets and buzzwords — it’s about real actions to help you get ahead. We explain everything clearly, in plain English.
4. We Help You Set It All Up
This isn’t a “set and forget” service. We help you put your plan into action — whether that means sorting your super, insurance, investments, or just setting up a simple budget.
5. Ongoing Support (If You Want It)
Life changes — your money plan should too. We offer ongoing support to check in, review, and adjust your plan when things shift. Like having a personal coach for your money.
You're In Control The Whole Time
No locked in contracts. No surprise fees. No upselling.
You decide how much help you want - and we back you every step of the way.
