Our packages
Engage/Embrace
Ideal for those starting their financial journey and building strong foundations, with a simple progression into Elevate as life and needs grow.
Ideal for later-stage retirees with reducing advice needs, designed to keep things simple, clear, and focused on supporting your retirement with more confidence and fewer complexities.
What to expect
- You will receive friendly, holistic advice from our experienced remote team, with one annual progress meeting conducted by phone or video to review your situation, refresh your goals, and keep your plan on track.
- This model is designed for clients with simpler, stable circumstances who value efficiency and convenience.
- If specialist expertise is needed, such as lending or insurance, your adviser will connect you with a trusted specialist who will work with you directly, ensuring a seamless experience that stays aligned with your goals.
Elevate
Ideal for families with more complex financial needs or multiple goals, designed to provide comprehensive guidance across different areas for greater financial freedom, flexibility, and choice.
What to expect
- You will be supported by a dedicated adviser and support team who oversee your entire financial picture, guiding key financial decisions with clarity and confidence. You will have one formal in person annual review, complemented by proactive check ins throughout the year to ensure your strategy stays aligned with your goals.
- Your adviser provides holistic advice and coordinates specialist expertise such as lending, insurance, tax, and estate planning so every part of your financial world works seamlessly together.
Exceed
Ideal for clients with complex strategies, multiple entities, higher funds under advice, or specialised wealth management needs, designed to provide an advanced, bespoke program for maximum impact, flexibility, and control.
What to expect
- You will receive everything in our Elevate package, with a higher level of customisation and strategic oversight. A senior adviser leads a dedicated team who understand your full situation and provides holistic, values-aligned advice. You will have two formal progress meetings each year, along with additional check ins as needed.
- Your adviser also coordinates specialists such as tax, legal, investment, and philanthropy to create fully integrated strategies across your entire financial life.
