The Wealth Elements Approach

Discover Wealth Elements for yourself

We understand that working with a financial adviser might feel like unknown territory. So we want to lift the fog and explain what's going to happen when you work with us.

Refined over almost two decades, our approach is designed around you - creating space to focus, giving clear direction, and providing the accountability you need to stay on track.

We blend smart technology with personal support to make working together seamless and efficient - because life is busy enough already. And we're always upfront about our fees, with no surprises, so you know exactly what to expect.

Connect

60-MINUTE VIRTUAL MEETING

FEE: Complimentary

A no-pressure conversation to understand what's motivated you to focus on your finances now, talk through money matters on your mind and figure out if we're the right fit to work together.

Envision

TWO HOUR VIRTUAL MEETING

FEE: $850 inc GST

A mind-clearing session where we talk about your current money picture and what you want your future to look like. We analyse all areas of your financial life including a full debt and cash flow review to uncover your strengths, weaknesses, opportunities and risks.

  • Get your financial health check - a clear snapshot of where you stand today.

  • Map out the milestones that matter most to you.

  • Share big, energetic goals that excite you.

  • See the gaps and areas that need a boost.

  • Set clear expectations for how we'll work together.

Synthesise

A focused session where we bring together all the pieces of your financial life into one clear, doable plan. We'll create a strategy that works in the real world and set up everything to run smoothly.

STRATEGY: TWO HOUR VIRTUAL MEETING

  1. A step-by-step plan, with reasoning behind our advice, alternative options to consider and financial product recommendations (also known as a Statement of Advice - SOA).

  2. Financial projections: Detailed cash flow, savings and tax projections.

  3. Visual map showing how everything works together day-to-day

CHANGE AND ACTION: 3-6 MONTHS depending on the complexity of your situation

  1. The exciting phase where your plan comes to life. We'll guide you through each positive change, handling all the heavy lifting and paperwork.

  2. You stay in the loop without getting overwhelmed, while we ensure everything is implemented properly.

Evolve

As your life ebbs and flows, we're here to keep you on track. We help you stay accountable to your goals and make sure nothing important slips through the cracks. We adjust and adapt as your priorities shift, keeping you moving forward.

CHECK-IN MEETINGS x 2 per year

  • See your progress in real numbers

  • Celebrate what's working well

  • Spot ways to move ahead faster

  • Check your priorities still feel right

  • Adapt your plan as life evolves

SOUNDING BOARD AND SUPPORT

  • We're the one team clients can call for everything money.

  • Our flexible approach means we're there for financials decisions, big or small.

Experience the mental freedom of financial confidence and security.

Wealth Elements data bands indicating growth, numbers and investing.