ABOUT THE GOAL
Our business exists to grow and protect the wealth of a range of individuals, families and businesses.
We are a boutique financial advisory firm located in North Sydney and established by Michael Lawson. Michael has been providing tailored financial advice to individuals, families and businesses since 2004. With over 20 years experience Michael also holds a Masters in Financial Planning, is a Certified Financial Planner (CFP®), a member of the Financial Planning Association of Australia (FPA), the Self Managed Superannuation Fund Association (SMSF) and is an SMSF Specialist Adviser (SSA™).
A goal without a plan is just a wish
We provide advice services to a range of clients from young professionals, families, retirees to business owners and CEO’s.
The needs of our clients can greatly vary but our advice process is centred on thoroughly understanding your circumstances and goals.
This is the most critical factor to providing the best possible guidance towards better financial outcomes.
Knowing you have the right strategies in place will provide you with more time to dream bigger and focus on what is truly important to you.
A comprehensive approach
Our aim is to give you clear direction once we have a deep understanding of your needs to clearly demonstrate an improvement in your financial position.
In order for us to provide you with the best advice and service, our process with you will be as follows:
Initial meeting - We will hold an initial meeting to understand your situation and primary reasons for seeking advice. After understanding your requirements we will provide written Terms of Engagement, setting out:
The tasks to be undertaken in the initial review
The expected delivery of advice
Ongoing service requirements
the costs of the services that will be provided
Provision of Advice - We will then provide you with a detailed report of your financial position with clear recommendations and actions including:
Discuss the advice, clarify any issues and adjust as necessary
Implement recommendations and actions agreed; and
Monitor and review your needs on a regular basis (at least annually)
Want to know more about the advice process?
If you have never received financial advice before it may be worth taking the time to watch these three short videos which highlight the benefits of professional financial advice and take the mystery out of the advice process.
1. Professional Financial Advice
What is financial advice and how does it work?
2. Your Financial Plan
What's involved in preparing a robust strategy?
3. Putting Your Plan into Action
Implementing your recommendations
If you would like to discuss how we can help you or arrange an appointment please contact us.
Suite 1001/275 Alfred St, North Sydney NSW 2060, Australia