Our approach
FINANCIAL FREEDOM
What does 'Financial Freedom' mean to you?
Have you ever imagined a life where work is a choice, not a necessity? Picture a world where your money works hard for you, so you can focus on what truly matters. Sounds like a dream, doesn't it?
Well, at Drakkar Group, we're in the business of turning dreams into reality. We're dedicated to helping you achieve Financial Freedom. Through expert guidance, meticulous planning, and smart investment decisions, we're here to build a sturdy financial foundation that liberates you from the shackles of dependence on a salaried income.
Our mission is simple: We want you to live life on your terms.
We cater to individuals from all walks of life. Whether you're a fresh-faced newcomer to the financial world, a seasoned family seeking to reach significant milestones, a passionate SME business owner, or a professional in need of specialised assistance, we've got your back.
Our ultimate goal is to empower you with the financial security to embrace the lifestyle you desire.
How do we make this happen? It starts with a conversation. We sit down with you, not only to understand your financial aspirations but also to uncover your deepest lifestyle desires. Once we're on the same page, we craft tailored financial strategies to set you on the path to your goals.
But here's the thing about life—it's ever-changing. And that's where your Drakkar Group adviser comes in. We're not just here for the initial plan; we're your partners for the journey. We adapt and evolve your financial strategy as life unfolds, ensuring you stay on course no matter what.
At Drakkar Group, we don't just chase financial freedom; we make it a reality, one smart decision at a time.
Ready to take the first step toward your Financial Freedom journey? Let's talk.
Life is a Journey Full of Financial Milestones
Life is an incredible journey, filled with twists and turns, highs and lows. At Drakkar Group, we understand that different stages in life come with unique financial challenges. Here are some moments when our advice becomes your greatest asset:
👰 Walking Down the Aisle: Whether you're saying "I do" or embarking on a new chapter in a de facto relationship, we help you navigate the financial merging of two lives.
👶 Becoming a Parent: The pitter-patter of tiny feet brings immense joy and financial responsibilities. We're here to ensure your family's future is secure.
🏡 Unlocking the Front Door: Your first home is more than bricks and mortar; it's an investment in your future. We guide you through the complexities of homeownership.
💼 Career Moves: Job changes can be exciting, but they also impact your financial landscape. We provide the map to navigate new opportunities.
🔍 Unexpected Hurdles: Life sometimes throws us curveballs, like redundancy. We'll help you turn these challenges into stepping stones for financial success.
💰 Investing Wisely: The world of investments can be daunting. We make it accessible, helping you make informed choices for your financial growth.
💔 Navigating Separation: When relationships change, so do your financial dynamics. We'll help you chart a path through separation or divorce.
🌅 Retirement Dreams: Your retirement should be a golden era. We'll craft a plan that ensures your dreams become your reality.
📜 Navigating Government Assistance: Understanding government assistance, like the Age Pension, is crucial. We guide you through the intricacies.
At Drakkar Group, we're more than advisors; we're your companions on life's financial journey. Our expertise ensures that each milestone is not a roadblock but a stepping stone toward your Financial Freedom.
Ready to conquer life's financial challenges together?
YOUR FOUR STEP FINANCIAL JOURNEY
Step 1: Introduction Phone Call
The journey begins with a friendly chat. In this call, we'll learn about your financial dreams and why you've decided to seek advice. It's a relaxed and pressure-free conversation to get things started.
Step 2: Understanding Your Current Situation
Our second step is all about getting a clear picture of where you stand financially. We'll look at your income, expenses, assets, and any debts you might have. It's like taking a snapshot of your current financial world. We'll also discuss any unique financial needs you have.
Step 3: Designing Your Plan
Now, let's create a plan tailored just for you. We'll present recommendations and their pros and cons in an easy-to-understand way. You decide if you want to implement them yourself or have us do it for you. We'll provide clear pricing if you choose our assistance.
Step 4: Keeping the Fire Alive - Ongoing Support
Every good plan needs regular check-ins. Life, investments, laws, and economic landscapes change, and we want your financial plan to stay in sync. Here are your options:
Option 1: Unlock Peace of Mind with Our Fixed Price Retainer Offering
Experience worry-free financial management with our fixed-price retainer offering. We handle all administrative tasks, manage your investments, and regularly update your financial plan to align with your evolving life and goals. You'll enjoy predictable pricing and the peace of mind that comes with knowing your financial future is in expert hands.
Option 2: Stay Organised and In Control with Our Time-Based Offering
Our time-based offering brings your financial affairs together on our Client Wealth Portal, with features like document uploads, investment management, and cash flow analysis. You have access to our financial advisers and support team for simple inquiries or in-depth reviews. It's a comprehensive, flexible solution that simplifies financial management while accommodating your family commitments.
Our time-based offering is designed to put you in control of your financial journey. Stay organized, access support when you need it, and enjoy peace of mind knowing your finances are in good hands.