Get Set. Go.
One off, agreed fee for service advice…
When people come to us they usually need advice on one or more specific issues – a life event may have occurred like a change of job, change of house, sale or purchase of a business, sale or purchase of an asset, divorce, death of a family member, inheritance, or it may be they will be affected government rule changes, or they need an overall Strategic Plan to tell them what to do in managing their money - people need expert, considered and impartial advice, and Get Set Go delivers that advice.
Your Trusted Adviser
An ongoing, agreed fee service package…
Other people want on-going expert advice and management, to educate them, manage their assets and affairs, and to give them the peace of mind that they are maximising their opportunities.
This on-going service is provided to each client by their own personal and professional team!