Professional & ethical advice for every life stage

Everyone deserves the opportunity to optimise their financial position by engaging a professional financial adviser.

A knowledgeable, experienced financial adviser will help you identify smart ways to grow your wealth and achieve your financial aspirations no matter what stage of life you might be in.

A proven advice process and transparent fees

We want you to experience the confidence that comes from seeking professional financial and investment advice. So we’re committed to being open and transparent about our fees and what you can expect from our advice process.

The knowledge & advice you need to succeed

We know from experience the benefits of our advice will far exceed our fees, because at Highview we are committed to developing a partnership with you that’s built on trust and delivering value. The integrity of our financial planning advice is key to your financial success. Importantly, we listen and we advise. We encourage open minds and open lines of communication.

Step 1. Discovery Meeting ~ Understanding your needs

Get to know one another in a face to face 1 hour ‘Discovery Meeting’ with an experienced Highview financial planner. We’ll get to know you, identify issues and opportunities, and propose a way forward.

Typically, from $180+GST.
Book our initial 1 hour ‘Discovery Meeting’ to get to know our experts and build your confidence in our ability – be sure our adviser is right for you! It’s a small fee to pay before you commit to any further steps or ongoing fees.

Step 2. Clarity & Insight ~ Developing a personal plan

If you decide we are the right adviser for you – following on from the initial Discovery Meeting we will work with you to delve deeper and identify smart ways to grow your wealth and achieve your financial aspirations, no matter what your life stage.

Receive a personalised Statement of Advice detailing your current position and the recommended strategies for achieving your goals, whatever they may be.

Fee will be dependant on the complexity of your situation, work involved and your lifestyle stage.

Step 3. Action ~ Implementing your personal plan

Once you accept our recommendations we’ll set-up the agreed strategies on your behalf. We promise to keep things simple and we’ll help you every step of the way to set your plans in motion.

Fee will be dependant on the complexity of your situation, work involved and your lifestyle stage.

Step 4. Partnership ~ Ongoing advice service

Working together, we will hold you accountable and keep you on track throughout your wealth creation journey.

Breathe easy knowing your Highview adviser will be with you every step of the way as life, financial markets and legislation changes. An adviser is like a coach, managing change and keeping you on track. We free up your time to spend on more important things like your family and friends.

Fee will be dependant on the complexity of your situation, work involved and your lifestyle stage.

Book a meeting with an adviser