We believe in moments
We believe in moments.
We believe you can have a fantastic life and should enjoy more moments doing the things you love and being with the ones you love. We believe with the right advice, you can have more moments.
Our Process – Your Journey & Experience
We need to figure out where you are and where you are headed. This first meeting, requires discussing your goals, their priorities and timeframes. We’ll cover off some high level strategies.
Next we have conversations around debt, risk, investing, insurance, retirement and what legacy you wish to leave. The intent is to educate you to make informed decisions, so you understand your options and we understand your preferences.
This leads to our strategy meeting where we outline the plan, the benefits and the destination.
The next stage is optimising these strategies to finalised and present our recommendations. We will then implement and monitor the advice.
Contact us for a review of your situation.
* Finconnect (Australia) Pty Ltd trading as “eChoice”, ABN 45 122 896 477 Australian Credit Licence 385888, is a wholly owned subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.
Edwards, Irvine & Facius Pty Ltd ABN 72 009 219 050 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances