FAQ

No. After decades working in financial advice, I've learnt that in many cases, people would benefit from someone that can provide high quality information and context for that information, to help them make their own decisions. This can be provided at a much lower cost and therefore is accessible to more people.

That said, where someone does want or need personal advice, we can also help you find an adviser that's right for you. If you've found someone yourself, we can review their profile or even review advice they've provided you. Or we can refer you to an adviser that comes with a personal recommendation from a trusted source.

Think about books or personal trainers or online learning courses. All of these things can provide valuable information that can help you on your way, to whatever it is you're trying to achieve. Our goal is to provide information tailored to your needs. We guide you through frameworks for how to make decisions about your money with confidence. We point out what to look for, so you understand the cause and effect, the benefits, and the risks of certain choices. We do this by providing you with facts. Not opinions.

We can also perform calculations for you, like retirement projections or insurance needs.

You might be unhappy with your superfund. You might think you should be investing or building wealth, you may not know where to start. You might be planning for retirement and want to know how much income you will retire with. You might want someone to keep you on track with your financial goals.

We can help with all of this and more.

Financial advice is great. The vast majority of financial advisers are incredibly passionate about delivering benefits and positive outcomes for their clients. They are genuine, operate with high integrity, and very well credentialed. While there are some exceptions, the biggest challenge for someone seeking advice isn't finding an adviser that does their job well. It is that personal financial advice is so expensive. And in many cases, the services offered by a financial adviser aren't the best fit for what the average person is actually looking for.

No problems. It's one of the reasons we exist. Financial advice is typically a large commitment. An adviser will take control over your superfund, your insurances, your investment accounts, etc. If you're not happy with the outcome, it's quite difficult to undo what's been done. In some cases, you might incur some financial losses if you do so.

We don't manage your money, investments, superfund or insurances. We just want to help you make the most of what's in front of you. If you ever want to cancel, you just message your consultant saying you'd like to cancel. No questions asked.