FAQs

We’re based in Toowoomba at The Foundry and work with clients locally and across Australia. Meetings can be in person, by phone, or via video call.

General information is a starting point. Personal advice accounts for your goals, cashflow, structures, tax position, super, risks, and the real trade-offs so you can act with confidence.

Financial advice requires a broad and detailed understanding of your situation. That can feel onerous at first, but it is what allows advice to be accurate and fit for purpose. We only request what is relevant, we explain why we need it, and we treat your information with care and confidentiality in line with our Privacy Policy and professional obligations.

Advice can cover super and retirement planning, investment strategy, insurance needs, tax-effective structuring, cashflow and debt strategy, Centrelink considerations, aged care, and estate planning coordination. Learn more about this service here.

No. The right fit is about having meaningful decisions to make and wanting advice that is clear, structured, and implemented properly. Learn more about who we help here.

Yes, this is a key strength of what we do. With your permission, we coordinate with your existing trusted advisers, or we can work with recommended specialist partners where needed. The goal is a considered plan with fewer gaps, fewer loose ends, and less for you to chase.

Yes. The first conversation is a chance to understand what matters to you, answer initial questions in plain English, and confirm whether there is a good fit.

We start with clarity on your goals and current position, then develop a strategy, document your advice, and support implementation. After that, we review and adjust as your life and the rules change.

Fees depend on the scope and complexity of what you need. We explain options upfront and provide a clear quote in writing before you decide to proceed.

If you are making decisions about super, investing, property, business structures, retirement timing, or family responsibilities, advice can help you move forward and avoid mistakes. If you are unsure where to start, that is often the best time to talk.

If you have them handy, recent statements for super and investments, home loan details, insurance policies, and a rough picture of income and expenses helps. Do not stress if you do not have everything. We will guide you.

Yes. We regularly work with business owners and families with multiple moving parts, including trusts, companies, SMSFs, and succession planning considerations.

Some clients want one off advice and implementation support. Others prefer ongoing advice with regular reviews, portfolio oversight, and proactive adjustments as circumstances change.