Financial Planning Session

A: No. The Strategy Session is strictly focused on high-level strategy and guidelines. We do not recommend specific financial products or execute setups at this stage. If you choose to move forward with us to Stage 2: Bringing it to Reality, that comprehensive service will cover specific product selection, implementation, and ongoing management.

A: Yes, absolutely. If you decide to engage our team for our comprehensive services within 30 days of receiving your Strategic Guidelines, the $990 fee will be fully credited against your Stage 2 upfront implementation costs. We design it this way because we believe a great strategy is the essential foundation for any successful long-term partnership.

A: We offer the flexibility of choosing either an in-person or a video consultation during our business hours. Once you are ready, we will share our booking calendar so you can select your preferred format and available time slot. For face-to-face sessions, we welcome you to our North Sydney, CBD, or Chatswood offices, with our final in-person appointment of the day starting at 4:00 PM (Sydney time).

A: The live consultation itself is a standard 60-minute session, but our fee is not an hourly rate. Long before we connect via video conference or in person, our advisory team dedicates at least 30 minutes to thoroughly reviewing your financial data and holding an internal strategy discussion to map out potential pathways for your family. You are investing in the comprehensive behind-the-scenes preparation, collective expertise, and tailored strategic direction brought to your meeting—not just the hour on the clock.

A: Absolutely. While our physical offices are in Sydney, we proudly service clients all across Australia via our video consultations. Living outside of New South Wales will not impact your strategy at all. The most critical pillars of your family planning—such as Superannuation, SMSF regulations, and Federal Income Tax laws—are identical nationwide. While there are minor regional variations when it comes to local Estate Planning nuances or state-specific Land Tax thresholds, our Advisers are fully equipped to navigate these interstate differences. No matter which state you call home, we ensure your strategy is fully optimised for your local landscape.