ADVICE FOR YOUR ENTIRE FINANCIAL WORLD
Your private wealth deserves a partnership built on trust
Assess your entire financial world
Over 15 years experience
Specialist advice
Boutique firm - no corporate ownership
No obligation chat
This allows you to find out more about August and for us to hear from you. The session will usually last up to 30 minutes and can be held via telephone, video or face to face. At the end of the meeting you will understand how we can help in your situation and the next steps.
Workshop
It all begins here. We listen to what is important to you and together, we develop a strategy that is personalised for your situation. We’ll discuss the value of advice, options to achieve your goals and any gaps that must be considered. Should you wish to proceed further, a fixed price quote will be provided.
Strategy
Involves the preparation of a financial plan, which serves as a roadmap to achieve your goals. This plan is based on what is most important to you and will include specific and detailed recommendations. Our team will implement all agreed strategies to ensure that you are set up for the best outcome.
Guidance
The key to a successful financial plan is to keep it on track by reviewing and maintaining accountability. However, we understand that as life changes, so too must your financial plan. For this reason we have flexible options to monitor and review your plan, depending on your stage in life, goals and priorities.
The information contained on this website is general in nature and does not constitute personal financial product advice. The information does not take into account the individual objectives, financial situation or needs of any person and should not be relied upon in making a financial or investment decision. We recommend you seek legal, financial or other professional advice before applying the information contained on this website to your individual circumstances. Before you make any decision about whether to buy or continue to hold a financial product, you should obtain and consider the relevant Product Disclosure Statement (PDS) for that financial product.