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Why us?

The Advice Process

01

Fact Finding and First meeting

  • Getting to know you and your family.
  • Getting a clear picture of your financial position.
  • Uncovering and building out your personal/financial goals and objectives.
  • Discussing how much risk you are comfortable with.
  • Discussing our advice services.
03

Research and recommendations

  • Analysing possible strategies and outcomes.
  • We research suitable products.
  • We prepare recommendations.
05

Implementing the advice

  • Obtaining your permission to proceed.
  • Implementing the strategy.
  • Confirming your financial plan is in place.
02

Service agreement

  • Issuing a letter of engagement.
  • Discussing our costs.
  • Agreeing which advice services you want our assistance with.
04

Presenting the advice

  • Presenting our advice in a formal Statement of Advice (SoA).
  • Discussing any Product Disclosure Statements.
  • Answering your questions.
06

Ongoing review

  • Monitoring portfolio performance.
  • Considering new legislative opportunities or threats.
  • Considering your changing situation and circumstances.
  • Reviewing your financial plan on an ongoing basis.
01

Fact Finding and First meeting

  • Getting to know you and your family.
  • Getting a clear picture of your financial position.
  • Uncovering and building out your personal/financial goals and objectives.
  • Discussing how much risk you are comfortable with.
  • Discussing our advice services.
02

Service agreement​

  • Issuing a letter of engagement.
  • Discussing our costs.
  • Agreeing which advice services you want our assistance with.
03

Research and recommendations

  • Analysing possible strategies and outcomes.
  • We research suitable products.
  • We prepare recommendations.
04

Presenting the advice

  • Presenting our advice in a formal Statement of Advice (SoA).
  • Discussing any Product Disclosure Statements.
  • Answering your questions.
05

Implementing the advice

  • Obtaining your permission to proceed.
  • Implementing the strategy.
  • Confirming your financial plan is in place.
06

Ongoing review

  • Monitoring portfolio performance.
  • Considering new legislative opportunities or threats.
  • Considering your changing situation and circumstances.
  • Reviewing your financial plan on an ongoing basis.
We are a leading financial advice practice with offices in Adelaide, Gawler, and Sydney, offering expert guidance and personalised strategies in Insurance, Investments, Wealth Creation, Tax Planning, Retirement and Estate Planning.

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Book an appointment

By selecting the perfect financial adviser from our team based on their expertise and your preferences. You also have the flexibility to choose in Adelaide or Gawler, ensuring that your appointment is personalised to meet your specific needs and preferences.

Corey Roberts

Financial Adviser | Director

Adelaide

Adelaide

gawler

gawler

virtual appointment

virtual appointment

Launce Kent

Financial Adviser | Director

Adelaide

Adelaide

gawler

gawler

virtual appointment

virtual appointment

Damien Nangle

Financial Adviser

Adelaide

Adelaide

gawler

gawler

virtual appointment

virtual appointment