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 first conversation
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 first conversation. No obligation. Springwood office or video from anywhere.
Working together
The right fit.
The questions people ask first. If yours isn't here, the first meeting is the right place for it.
Book a first meetingWho is a good fit to work with Great Advice?
We work best with pre-retirees and retirees across south east Queensland who want a clear plan for super, retirement income, and the Age Pension. Most clients are within ten or so years of retirement, are organised about money, and want one adviser who knows their situation. If that sounds like you, the first meeting is free with no obligation, so we can both check the fit.
Is there a minimum amount of money I need to work with a financial adviser?
No, we don't set a hard minimum balance to become a client. What matters more is whether advice will make a real difference to your retirement, your super, or your Age Pension position. We're upfront about this at the first meeting: if paid advice isn't worth it for your situation yet, I'll tell you. Book a free first meeting and we'll work out whether it stacks up for you.
What does the financial advice process actually look like?
It starts with a free first meeting to understand your goals and check the fit. If we go ahead, I prepare a written Statement of Advice setting out my recommendations and the reasons for them. We then meet to walk through it, put the agreed steps in place, and review the plan over time as your situation changes. You decide at each stage whether to proceed, with no obligation after the first meeting.
How much does it cost to work with Great Advice, and is the first meeting free?
The first meeting is free with no obligation. After that, an initial Statement of Advice is typically $3,300 to $6,600, ongoing advice starts from $1,650 a year (up to $9,900 depending on complexity), and one-off work is $550 an hour. We're a fee-based practice, so you know the cost before any work starts. Full details are on our fees page: /our-services/our-fees/.
What happens if we decide Great Advice isn't the right fit?
Then we simply don't go ahead, and you owe nothing for the first meeting. It's a two-way decision: you're checking whether I'm the right adviser, and I'm checking whether I can genuinely help. If your needs sit outside what we do, I'll point you in a sensible direction where I can. Book a free first meeting and there's no pressure to commit.
