Before you book
Work with us
Here’s how we decide if we’re a good fit for each other — so you don’t waste a call finding out we’re not.
Who we work well with
If most of these sound like you, we’re probably the right people to talk to.
You’re within 10 years of retiring — or already there
That’s where our work compounds. The levers we pull — contribution strategy, drawdown sequencing, Age Pension entitlements — take time to play out, or pay off right now if you’re already retired.
You have somewhere in the range of $300k to $5M in super and investments
Below that, simpler tools (free MoneySmart calculators, your super fund’s retirement team) usually do the job well. Above $5M, we’ll be honest if you’d be better served by a larger firm with specialist tax and trust expertise.
You want to understand what you’re doing, not just be told what to do
Our plans come in plain English. You get the reasoning, not just the recommendation. We’ll explain why something works, what could go wrong, and what you’d do in that case.
You’re in Logan, Brisbane, or Gold Coast — or happy to meet by video
Springwood is our office. Most clients come in there or we meet at their place. Video works fine for review meetings, and we have clients across Queensland who’ve never needed to visit in person.
Who we’re not the right fit for
We’d rather tell you now than 20 minutes into a call.
- Looking for hot stock tips or get-rich-quick investment picks. Our work is long-horizon and strategic, not transactional trading.
- Wanting a one-size-fits-all product solution. We build plans to your situation. If you just want a product recommendation, a direct super fund or stockbroker is faster and cheaper.
- Needing complex business structuring or specialist tax planning as the main engagement. We’ll refer you to an accountant or SMSF specialist firm who does this every day.
- Expecting daily portfolio trading or 24/7 market commentary. Our advice is strategic. We review at planned intervals and call you if something material changes.
- Shopping purely on lowest fee. Our fees are published and reasonable, but we’re not the cheapest in the market and we’re not trying to be. If fee is the only variable that matters to you, an industry super fund’s retirement team is a better fit.
What happens after you book
Three steps, no obligation at any point.
Free 20-minute call
By phone or video. We talk about what’s on your mind, whether we’re a fit, and what (if anything) would come next. No paperwork, no pitch.
Free discovery meeting
If we both want to proceed, we sit down for 60–90 minutes (or via video). We go through your situation properly: super, assets, goals, concerns. Still no charge and no commitment.
Scope and quote in writing
If you want us to do the work, we scope it and quote the fee in writing before any paid work begins. You see the number and say yes or no. No surprise invoices.
Next step
If that sounds like you, let’s have a conversation.
Free 20-minute call. No obligation. Springwood office or video from anywhere.
