Our New Client Process

  • A man standing in an office, dressed in a white shirt and dark pants, smiling at the camera, with two people working on a laptop in the background.

    Step 01

    INITIAL CONSULTATION

    The first step in our financial advice process is to meet with you to understand your financial and lifestyle goals, as well as your current financial position (the ‘Initial Consultation’).

    This meeting is provided at no cost to you and can be held either in-person in our North Sydney office or via online videoconference.

  • Two men working together at a desk in an office, one sitting at a computer and the other standing behind, both focused on the screen.

    Step 02

    ENGAGEMENT & ADVICE PREPARATION

    Following your Initial Consultation, your adviser will provide you with our ‘Engagement Letter’ setting out your current position, financial goals and objectives, the Scope of Advice to be provided, and fees payable.

    Your adviser will also provide a link to our secure document portal to upload the additional information needed to complete our advice.

  • Three people sitting at a table having a discussion in a conference room.

    Step 03

    ADVICE PRESENTATION MEETING

    Once our advice is complete (generally 2 to 3 weeks from receipt of all requested information), your adviser will schedule an ‘Advice Presentation Meeting’ with you at a mutually convenient time (either in our North Sydney office or via online videoconference).

    In this meeting we will clearly explain all recommended strategies and projected financial outcomes.

Book your
Initial Consultation?

Book Now

Frequently Asked Questions

  • We are privately owned, not aligned with any financial institution, and retain our own Australian Financial Services Licence.

    Drawing on our extensive experience, we work closely with our clients to help them achieve their lifestyle ambitions and build lasting wealth.

    Our commitment to highly personalised exceptional service means we forge strong, enduring relationships with those we support, always focusing on their unique needs and goals.

  • We offer a range of tailored advice solutions designed to meet your needs, including:

    • Creating Wealth Tax-Effectively

    • Retirement Planning Advice

    • Superannuation Advice

    • Cash Flow Management Advice

    • Employee Share Scheme (ESS) Advice

    • Debt Management / Debt Recycling Strategies

    • Personal Insurance Advice

    • Estate Planning Advice

    • Social Security Advice

  • Getting started is simple.

    Click on the ‘Book Now’ button on this page and you will be redirected to our booking page to select a mutually convenient time to meet (either in person in our North Sydney office or online).

    Once you book your Initial Consultation, you will be redirected to our New Client Form whereby you will need to complete some personal and financial information so that we can maximise our time together.

  • Prior to your Initial Consultation we will ask you to complete some personal and financial information via our ‘New Client Form’ so that we can maximise our time together.

    It is also recommended that you complete our ‘Excel Financial Summary Template’, which can be uploaded with our New Client Form, or emailed to us prior to your Initial Consultation.

    If, following your Initial Consultation we are engaged by you to provide advice, your adviser will also confirm any additional information needed to enable us to complete our advice.

    Once engaged, all information can be securely provided to us via our online client document portal.

  • We provide an Initial Consultation at no cost to you.

    If engaged by you, our professional fees for providing advice generally range from $3,300 to $5,500 (including GST). However, additional advice fees may apply depending on the complexity of your personal situation and advice needs.

    All professional fees will be confirmed by your adviser following your Initial Consultation and detailed in our Engagement Letter.

    In limited circumstances, we may agree to work with you on an hourly rate basis. Our current hourly rate is $660 per hour (including GST), charged in 15-minute intervals.

  • We provide the ability for clients to benefit from our ongoing advice and portfolio management service referred to as the ‘Apex Portfolio Service’.

    The fees for this service will typically be charged as a percentage of your portfolio and generally ranges from 0.55% to 0.75% per annum (including GST) of your total portfolio value, subject to a minimum fee of $375 per month (including GST).

    Your adviser will discuss the suitability of the Apex Portfolio Service with you following the presentation of our advice.