We assess your needs

One size does not fit all with financial planning. We need to understand what your goals are—what you need and what you want.

To do this, we start with a questionnaire to clarify what matters to you. We also ask you about your finances and how you manage your money.

This helps us to work out how to help you.

Then we’ll give you a proposal outlining what we can do for you and how much it will cost. It will be up to you to decide which parts of the proposal you want to go ahead with.

You’ll end up with what you want, at a price you can afford.

Once you’ve decided, we will give you a service agreement.


This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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Come and chat with us about how we can help.

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