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Why Join us as a Client

We do our best work for clients who demonstrate the following characteristics:

1. You are motivated to improve your financial position and achieve financial peace of mind.

2. You have a level of financial complexity in your life that requires the assistance of a specialist.

3. You want to outsource areas of your financial management, either due to a lack of time or expertise.

What to Expect When You Get Started

It starts with a 15-minute phone call with our Managing Director, Pat Casey to see if we are the right firm to help you. If we believe that can add value, you will then meet with Pat for a ‘Discovery Meeting’ where we get a detailed understanding of your financial position and your goals for the future.

Our 7 Step Process

ss-initial ss-discovery ss-determine ss-develop ss-precent ss-implement ss-manage

ASSURE WEALTH FEE SCHEDULE

	ESSENTIALS	EMERGING	PRIVATE CLIENT
Who is it Suitable For?	If you only need one-off financial advice on a specific need e.g. personal insurance such as life insurance or income protection	If you need advice on multiple strategies including super, investing, estate planning, growing wealth, savings and/or risk management	If you have multiple financial advice needs, Trust structures, a SMSF, asset protection, complex estate planning needs and you need ongoing help, advice and accountability on a regular basis
What Does the Typical Client Look Like?	People in their 20s or 30s who are starting out in their careers, buying their first property and building wealth. You want to: Take more control over your cash flow Save more,or Take out personal insurance including life insurance and income protection insurance	People in their 30s or 40s with young children who are earning a good income, building equityand growing financial complexity. You want to: Get more control over your finances Financially protect your family in the event of illness or injury Draft your first Will Invest your money wisely Buy an investment property Avoidmaking poor financial decisions Grow your super and reduce tax Set up a Self-Managed Super Fund (SMSF)	People in their 50s or 60s who have accumulated significant wealth through business or investment. You have multiple tax structures including Trusts and a SMSF. You want to: Protectyour wealth Maximise the tax effectiveness of your investments Maximise your retirement income Prepare for a comfortable retirement Take less investment risk to protect your retirement savings
The Complexity of your Financial Situation	Low	Medium	High
A Personalised Strategic Financial Plan
Online Financial Resource Centre Subscription	(value $500 p.a)	(value $500 p.a)	(value $500 p.a)
Flexible Payment Terms - including paying our fees from your super balance
Estate Planning Facilitation –Wills, Power of Attorney and Testamentary Trust
Investment Portfolio Management
Wealth Progress Meeting – to make sure you’re on track to achieve your financial goals		Once a year	Every 6 months
Lifetime Cash Flow Modelling for Retirement
Multi-Entity (Trusts, SMSF, Companies)
Initial Advice Fee (12 monthly payments -including GST)	$2,200 OR $199 per month paid over 12 months	$3,300 OR $299 per month paid over 12 months	$5,500 OR $499 per month paid over 12 months
Ongoing Advice Fee (monthly payment - including GST)	$0	$299 per month	$499 - $899 per month