Clear, Fair Financial Planning

No hidden fees. No complex contracts. Just straightforward pricing that reflects the genuine value of professional financial guidance tailored to your specific situation.

How We've Built This Approach

2019

Founded on Trust

Started with a simple belief: financial planning shouldn't be about selling products or maximizing fees. We opened our doors in Launceston with three principles - transparency, education, and genuine client advocacy. Those first clients taught us that people want honest advice, not sales pitches.

2021

Client-First Pricing Model

After helping dozens of families untangle unnecessarily complex financial products, we developed our transparent fee structure. No commissions from product sales. No percentage-based fees that punish success. Just clear, upfront pricing that aligns our interests with yours.

2023

Recognition and Growth

Earned recognition from the Financial Planning Association of Australia for our innovative approach to client education. What started as one-on-one consultations evolved into comprehensive planning programs that actually prepare people to make informed decisions about their financial future.

2025

Expanding Our Impact

Now serving clients across Tasmania and mainland Australia, we've maintained our core values while growing our capacity to help more people achieve financial clarity. Our pricing reflects years of refining our approach to deliver maximum value without unnecessary complexity.

Foundation Plan

,400
One-time comprehensive review
  • Complete financial health assessment
  • Debt consolidation strategy
  • Basic investment guidance
  • Insurance needs analysis
  • Written action plan
  • 3 months email support
Get Started

Executive Portfolio

,500
Premium annual service
  • Dedicated advisor relationship
  • Monthly progress meetings
  • Complex investment strategies
  • Multi-entity tax coordination
  • Succession planning
  • Priority support access
  • Family financial education
Premium Service

What These Numbers Actually Mean

Behind every statistic is a real story of financial progress, but more importantly, peace of mind and confidence in the future.

Professional financial planning consultation
89% Client Retention Rate
340+ Families Served
4.8 Average Rating
2.3x Typical Savings Increase

These metrics reflect something deeper than business success. When Marlene from Burnie calls to say she finally understands her superannuation options, or when James updates us about his daughter's university fund reaching its goal ahead of schedule - that's when these numbers become meaningful. Our retention rate stays high because we focus on education and empowerment, not dependency.

Real Problems We Actually Solve

Common Financial Challenges

Overwhelming Investment Options

You know you should invest beyond savings accounts, but the choices feel endless and confusing. Bank advisors push their products, online articles contradict each other.

  • Start with risk tolerance assessment
  • Map investments to specific goals
  • Create simple monitoring system
  • Regular review and rebalancing

Retirement Planning Anxiety

Superannuation statements arrive quarterly, but the numbers don't tell you if you're actually on track. Will it be enough? Should you salary sacrifice more?

  • Calculate realistic retirement needs
  • Optimize super contributions and tax benefits
  • Plan transition to retirement strategies
  • Monitor progress with clear milestones

Tax Optimization Confusion

Every financial decision has tax implications, but you're not sure how to legally minimize what you pay while maximizing what you keep for your goals.

  • Review current tax position
  • Identify legitimate deduction opportunities
  • Time income and expenses strategically
  • Coordinate with accounting professionals
Strategic financial planning process
Financial planning consultation meeting

After years of feeling overwhelmed by financial decisions, working with the team gave me the clarity and confidence I needed. Their pricing was straightforward, and the value has been exceptional.

Patricia Chen testimonial
Patricia Chen
Small Business Owner