Planning your future
Learn how we
Can help you make the right choices for life's important financial decisions
Our Seven-Step Process
You’ll always have control and decide whether to stop, change or continue any of the recommendations we make. Our advice process involves seven key steps:
We’ll ask you for information
So we can understand who you are and what you’re aiming to achieve.
02
We evaluate your financial situation
Formulate specific recommendations which we present in your financial plan we develop for you.
04
If you would like us to
We can periodically review your objectives, achievements and ongoing needs.
07
Your plan can now be put into action
We begin executing the agreed actions and help you make any changes you agree to make.
06
Dedicated Team
Professional Individuals
Our team is dedicated to providing you with exceptional service and support
Principal Adviser
Sasho Jovancevski
Administration Manager
Melanie Naidu
Paraplanner
James Tran
Customers Experience
Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
