Trustees and Individuals
Thank you for visiting us. The odds are that you have come to us with a specific purpose or question in mind, a challenge in running your own SMSF, perhaps a second opinion and cost analysis, or you might just want to understand how they operate and why they may be useful to you.
So rather than produce a multi-page list which highlights all of what we can do (which is pretty much anything super-related), we would like you to tell us what you would like to know. This will enable us to help you directly get at what you need either by providing it ourselves or by pointing you in the right direction. Yes, you read correctly, we are happy to have a chat and then point you in the right direction if that's what's needed.
So, how do we get paid?
We focus on two things first; quality advice and developing deep relationships with our clients so that we can continue helping them for many years. We do though, like to get paid, mouths to feed, etc, but operate purely on a fee for service basis with all fees discussed and agreed to upfront before commencement of any work. The initial conversation, however, does not cost anything, it's on us, so please send us a question using the link on the left and we'll do our best to answer you or point you in the right direction. If you don't have a question at this point but would like to hear of interesting ideas in the future, please just give us your details and we'll keep you in the loop.
And don't worry, we will not bombard you with minute-by-minute emails forever after, indeed you may not hear from us for some time, until we think there is something worth sharing with you!