What is it
A tailored, simple (but not basic) financial plan you can implement with confidence.
Think of it like your very own "Barefoot Investor" that you've coauthored with an expert.
Bank account structure and products
Budget and accountability tools
Appropriate asset mix
Asset class + product %'s
Appropriate asset mix
super fund + investment option
Debt (if needed)
Identify your property options
Map out path to first/next property
Cover types required
Level of cover required
structure and products
and monitoring guidance
Tax deduction guidance
income and assets
Optimal structure of debt
Identify your estate assets and issues
Refer to external legal expert
You provide your info via a questionnaire.
You provide your documents via a shared cloud drive created and get access to an app to seamlessly communicate.
60-minute meeting discussing your situation and plans in detail.
45-minute meeting to brainstorm my initial research, your options and start building your plan together.
30-minute accountability meeting to ensure the plan has been implemented and that you're getting the desired results.
30-minute meeting to answer any additional questions, discuss your next steps and give guidance so you can confidently implement your plan.
Your tailored plan presentation with detail on the plan, reasoning, alternate options and education to ensure you 100% understand your plan.
$1,500 per person with $300 paid upfront (when you book the initial meeting below) and the remaining $1,200 is to be paid following step 3 (unless you choose not to progress any further).
I stress as well the above does not include insurance policy implementation if required. I hate it, but there are many insurance companies that only offer their products via financial advisers or brokers and pay a commission to them. If the appropriate product is one of these, you can get in touch with one of these companies to implement the unbiased advice for you. Alternatively, if it makes financial sense, I can implement the policy for you for $1,500 and tell the insurer not to pay me a commission, resulting in a premium discount of ~25-30% (depending on the insurer). Why? Sometimes there might not be an insurance or specific insurance product need e.g. insurance within your super fund is appropriate, so I separate the services to ensure you don't pay for something you don't need. Any other financial advisers sussing my site out, please get in touch if you'd like insurance implementation work so long as you don't accept a commission and your service is good value for my customers :)