Contact Us


0404 031 271



Centre Place, Suite 330, 17-25 Milton Parade



PO Box 1023


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Starting Out

So, we’re tipping you’ve probably got a good job, looking to advance your career, received a healthy pay rise, or have cash saved up and want to take charge of your finances.

Our ‘Starting Out’ package is designed for you in mind. We’ll take you through your journey by firstly helping you define your specific goals, prioritise them, sort through your money worries then keep you accountable and on track. It’s all about working together as a team to empower you and arm you with the tools you need to own your finances. 

Being financial fit and how that translates to how you view money, is what we are about. True value not only comes from an improvement in your wealth but also a sense of self-worth and pride. We value our success when money becomes a positive thing in your life.


Our advice solution:

  • Strategy session designed to define your key goals along with what you need to do to achieve them
  • Quarterly catch-ups where we will go over your financial goals and keep you accountable, as we know how easy it is to steer off course. Our commitment is to make sure you are always one step ahead of anything that might occur during the year that has the potential to impact you.
  • Understanding how you spend your money and where you spend it, is super important. We will work with you to breakdown your spending habits and figure out how to improve your cashflow. This will include:
  • Ways to structure your savings and everyday accounts
  • Discussing different investment options available in the market

Get in touch today, we’re keen to help you take control.

PS: if you’re thinking you might need a bit more help head over to our ‘The Works’ package for a more comprehensive look at your financial needs.