Contact.
Talk to George.
Boutique financial advice in Springwood for pre-retirees and retirees across south east Queensland. You'll work with George Iacovou directly, see your fee quoted in dollars before any work starts, and pay nothing for the first meeting.
Reply within 4 business hours, weekdays. George reads every enquiry himself.
Visit.
Where to find us.
Springwood QLD 4127
What happens next.
After you book.
No pitch deck, no obligation. Walk away at any step.
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01
You pick a time.
A 30-minute first meeting. In person at Springwood, by video, or by phone. Whichever works.
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02
We meet, no obligation.
George listens to where you are and what you want from the next ten years. He'll tell you straight if we're not the right fit.
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03
Written advice if it's a fit.
Cost in dollars, agreed in writing before any work starts. You decide whether to proceed.
Common questions.
Frequently asked questions.
The things people ask most before they sit down. If yours isn't here, just ask George when you book.
Still have a question.
First meeting is free, takes 30 minutes. We'll work out on the call whether we're the right fit for you.
07 3290 0393 Book a meetingHow quickly will I hear back?
Within 4 business hours on weekdays. George reads every enquiry himself, so you're not bouncing through a triage queue.
Is the first meeting really free?
Yes. 30 minutes, no pitch deck, no obligation. We'll tell you straight if we're not the right fit, and where else to look if so.
Do I need to come to Springwood?
Not at all. We work with people across south east Queensland by video and phone. The Springwood office is there if you'd rather sit down face to face.
What should I bring to the first meeting?
Nothing formal. A rough sense of your super balance, your retirement timeline, and what's keeping you up at night is plenty for the first conversation.
Where do I park?
Free on-site parking out the front of the shop. No meters, no time limits. You can step straight in from the car.
What does advice typically cost?
It depends on scope, but most retirement-readiness reviews land between $3,300 and $5,500 including GST. We quote the dollar figure in writing before any work starts. No minimum portfolio size, and no asset-based fee.
Who do you typically work with?
Mostly pre-retirees and retirees within ten years of finishing work, with super and savings broadly between $200K and $2M. South east Queensland, Brisbane south-side and the Gold Coast. If you're early career or chasing trading strategies, we're probably not the right fit.
What if I'm not sure I need an adviser?
Book the first meeting anyway. We'll walk through where you are, and if you're already on track we'll say so. People often leave the first meeting with their main questions answered, even if they don't engage us afterwards.
Important information
George Iacovou is an Authorised Representative (No. 434524) of Akumin Pty Ltd, AFSL 232706. Information on this page is general only and does not consider your personal circumstances, objectives or needs. Personal financial advice is only provided after a Statement of Advice.
Where we work
Across south east Queensland.
Free first meeting at our Springwood office. Video meetings if you're outside the immediate Logan and Brisbane south-side area.
