How We Work

It is important to establish early that the client and adviser are satisfied they will be able to work together over the long term.  We will present information on all the services we provide and how they are provided, and highlight the fact that both parties will have obligations to fulfill.

Most importantly, it is essential that clear lines of communication are maintained between both parties.

Fees

Accounting

Accounting fees are generally fixed to provide our clients with certainty as to the amount they will be paying.  Your fee may be reviewed on an annual basis and where possible we encourage monthly or quarterly instalments to aid in smoothing your cash flow.

Financial Planning

All financial planning and investment advice is provided on a fee for service basis.  This means that we will invoice you for our services at the time they are provided.  We do not work for commissions and, as we have our own Australian Financial Services Licence (AFSL), we are not influenced by any investment providers and we have no commercial links to other institutions.

Payment Terms

Our payment terms for fees are generally at the time of lodgement for tax returns, or within 14 days of an invoice date.  However we can structure a payment plan that will better suit your cashflow upon request.