
Callie Scheffer
Phone: 0431 166 701
- Financial Planning
- Insurance
- Superannuation
- And more
Our local experts are qualified, experienced and focused on guiding you through the process.
Your initial meeting is on us, with no obligation to proceed.
We'll meet with you to really understand your current financial position, as well as help you identify your financial and lifestyle goals. Together we'll determine the areas where you may need our help.
If you choose to go ahead with the advice, we'll do all the necessary research and develop your personalised financial plan.
This will include things like setting your investment goals and creating a diversified strategy which is tailored to you.
We'll meet with you to present your plan and discuss our recommendations. You will get a Statement of Advice which outlines our recommendations in writing, and at this stage, you can give us the go ahead to proceed.
Once you are comfortable with your plan, we'll put it into action.
Ongoing advice is also available, where we will continue to adjust your strategy to meet any changes in your circumstances. This means we'll monitor your investments and make sure they are still appropriate for you as your goals and objectives change over time.
We'll meet with you at least annually to keep you on track to achieving your goals.
We can help you work out which building blocks you need to put your financial foundations in place, like managing your budget, buying property, sorting out super, or investing.