How we do it
Accountability, transparency and sustainability
Our work is a collaborative process. We work together with our clients, and we pride ourselves on being accessible, reliable, and prompt
For the select group of people that we engage with, our philosophy is centred on accountability, transparency, and sustainability. As our name alludes, we're dedicated to providing a resolution, and we see our key performance metric as being our success in helping you reach your desired financial outcomes.
What we're focused on
- Establishing a partnership and pathway to successfully guide you forward
- Helping you feel comfortable about your financial future
- Creating confidence in your ability to reach your financial goals
- Taking care of what's most important to you
“Regarding investing, I take a long term approach similar to Warren Buffett: someone is sitting in the shade today because someone planted a tree a long time ago. The reward for saving a few dollars every day, may not be seen for decades.”
Our process
When you work with us, we work together
We pride ourselves on being accessible and reliable, so that when you need us, you know we'll be available.
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1
The Discovery
We start with a conversation. We sit down with you face-to-face to hear your story and ask you the vital questions that will help us discover what is important to you, ensuring that the strategy we create is one that resonates with you and your values.
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2
The Plan
Based on what we've uncovered in the initial discovery stage, we can then convert our findings into a pathway forward that will take you from where you are now to where you want to be, focusing on a future that is shaped by your goals.
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3
The Partnership
We're intent on building long-term relationships where we play a role similar to that of a coach – leading the process, facilitating the projects, and creating big-picture success, making ourselves available to answer your questions and adjust your plan as life goes on.
Common questions
Before you get in touch
The questions people most often ask about working with us. The answers are managed under FAQs, so they stay in step with the FAQ page.
What happens in the first meeting?
The first meeting is a conversation. We spend most of it listening — your circumstances, your family, what is causing uncertainty and what you want the next ten to twenty years to look like. We will explain how we work and what advice would involve, so that you can decide whether to take it further.
Do I need a certain amount of money to become a client?
We work closely with a limited number of clients rather than a large book, so the fit matters more than a threshold. Most of the people we help are managing some genuine complexity — a business, a growing super balance, an inheritance, a transition into retirement — and want a long-term relationship rather than a one-off transaction. If we are not the right practice for you, we will tell you in the first meeting and point you somewhere better suited.
What should I bring to the first meeting?
Nothing is essential. If you have them handy, recent superannuation statements, any existing insurance policies, loan statements and your most recent tax return give us a faster start. If you do not, we will work through it together afterwards.
Do you meet in person or online?
Both. Our office is on Hay Street in Subiaco and we prefer to meet face-to-face for the discovery meeting and the presentation of your plan. Reviews and interim conversations can be held by video or phone where that suits you better, including for clients based regionally or interstate.
Ready to start a conversation?
We work in partnership with our clients, and we pride ourselves on being accessible, reliable and prompt. Tell us what is on your mind and we will take it from there.