Getting Started

Call us today on (02) 9248-0444 to book a complimentary appointment with one of our advisers.

Here’s what you can expect:

1. Introductory meeting 

We want to find out information such as:

• What are you trying to achieve?
• What are your preferences?
• What are your goals and objectives?

We’ll establish your financial situation by looking over your income and expenses as well as your assets and liabilities. We’ll talk about property and investing concepts such as gearing and how they may apply to you.

2. Recommendation and implementation 

In our next meeting, we’ll provide you with specific strategy and property recommendations designed to achieve your stated objectives. We’ll further explain property and investment concepts. If appropriate, we’ll agree on the next steps required to proceed.

3. Annual review

The only constant in life is change. That’s why our review process is designed to factor in all that’s changed and ensure your plan is still on track. We will meet annually to comprehensively review your situation, your goals and your strategy.