Becoming a client

Choosing a financial adviser is an important decision. You want to be sure you’re working with someone who understands your goals and can provide clear value. Our process is designed to help you feel confident every step of the way.

Step 1 – Get in Touch

Give us a call or send a message through our Contact page. We’ll have a brief chat about your situation and answer any initial questions. If it sounds like we’re a good fit, we’ll book your Discovery Meeting.

Step 2 – Discovery Meeting ($495 incl. GST)

In this 60–90 minute meeting, we’ll get to know you, your financial situation, and what’s most important to you. We’ll also explain how we work and what you can expect from us.

Step 3 – Personalised Proposal

If we think you would get value from personalised advice we will prepare a proposal outlining the advice that we will give and the cost to provide it. If you see value in our approach, we move forward together.

It’s so simple, we don’t have to worry. We’ve been with Chris for 5 years and have no hesitation in recommending our friends and family. There are no products pushed on us. It’s just help, help, help... It’s not sell, sell, sell. What we’re told is what we got. The service is great!

The fact of the matter is, both my wife and I, we both implicitly trust Chris Young and he has done, in all these years that we have now been with him an absolutely fantabulous job.