How It Works

From Application to Strategy in 4 Steps

A structured process designed for professionals and investors who want clarity, not guesswork.

1

Apply

Submit Your Application

Complete a short application telling me about your situation - income, goals, what you need help with. Takes about 2 minutes.

I personally review every application within 48 hours. This isn't a sales call - it's how I make sure I can genuinely help before either of us invests time.

Not everyone is accepted. I work with a limited number of clients each quarter to ensure quality.
2

Discovery Call

We Have a Conversation

If your application is a fit, I'll invite you to a discovery call. This is a two-way conversation where we:

  • Discuss your current financial position and goals
  • Identify the key areas where strategy can make the biggest impact
  • Determine whether my advisory service is the right fit for you

No obligation, no pressure. If it's not a match, I'll point you in the right direction.

This call is about fit - for both of us. I only take on clients I'm confident I can deliver real results for.
3

Data Collection & Review

We Gather the Full Picture

Once accepted, we start a structured data collection exercise. I'll ask for the details I need to build your strategy:

  • Income sources, tax returns, and financial statements
  • Property portfolio and loan structures
  • Super fund details and balances
  • Business structures and entity details
  • Goals, timeline, and risk appetite

We then meet to review your responses together, clarify any gaps, and make sure I have everything needed to build a strategy that's accurate and tailored to you.

This step is what separates real advisory from generic advice. Your strategy is only as good as the data it's built on.
4

Strategy Session

Your Tax Planning & Advisory Session

This is where it all comes together. I present your personalised strategy covering:

  • Tax minimisation plan with specific dollar savings
  • Optimal structures for your properties and investments
  • Super and SMSF strategy aligned to your retirement timeline
  • Action plan with clear next steps and timelines

You walk out with a clear, documented plan - not vague ideas, but specific actions with projected outcomes. From there, my firm FTC handles the implementation and ongoing compliance.

Clients typically identify $15,000 - $80,000+ in annual tax savings from this session alone.

Ready to Get Started?

The first step is a 2-minute application. I'll review it personally within 48 hours.

Apply for a Strategy Session

Engagements start at $2,000. Application required.

Common Questions

How much does it cost?

Engagements start at $2,000 for a one-off Strategy Session. Ongoing advisory packages are available from $5,000 per quarter. The exact investment depends on the complexity of your situation - we'll discuss this on the discovery call.

How long does the process take?

From application to Strategy Session is typically 2-3 weeks, depending on how quickly you can provide the data we need. The discovery call happens within a few days of approval.

I already have an accountant. Can I still work with you?

Yes. Many of my clients have an existing accountant who handles their compliance work. I focus on strategy - the two roles complement each other. If you'd prefer to consolidate, my firm FTC can handle both.

What if I'm not accepted?

If I don't think I can deliver meaningful value for your situation, I'll let you know and point you toward a more suitable option. No hard feelings - it's about finding the right fit.

Is this personal financial advice?

The Strategy Session provides general strategic guidance tailored to your situation. It is not personal financial advice under the Corporations Act. For specific financial product recommendations, I can refer you to a licensed financial adviser.

Chartered Accountant (CA ANZ) 100+ Five-Star Google Reviews 15+ Years Experience 1,500+ Clients Advised