Get Support
Our team is here to help.
SMS our team on 0429 086 073
For existing clients, this is the best way to send us a message or to request a call back.
Common requests
Update my info
Have you changed jobs, address or any other details? Please inform us:
General question
Do you have a non-urgent question to ask our team? Let’s get you the answer:
Refer a friend
Connect a friend or family member to our team to discuss their finances.
Tax reports
Need a tax report of your insurance or investments? Request a copy here:
Reschedule
If you need to reschedule or cancel an appointment with your Advisor, please SMS our team on 0429086073
Meet your Advisor
Lukas Christensen
Lukas can help you with Retirement Planning, SMSF and Investments.
Archie Franz
Archie can help you with Retirement Planning, Insurance and Investments.
Questionnaires
Insurance
FAQs
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Your Advisor will meet with you once a year to review your strategies, including investment returns and insurance policies.
Any changes that need to be made will be implemented by our team following the meeting. Please be ready to answer questions from our team to help implement your strategies.
Please note that our investment portfolios are actively managed and reviewed by fund managers and portfolio tracking software throughout the year. When you review your investments annually with your Advisor, they will look at the 3, 5 and 7 year returns, as well as contribution levels, to ensure that you’re on track to achieve your goals.
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If you’re with a retail super fund, you can contact that fund to check your balance.
If you’re investing through a managed portfolio via RightTrac, you will be using a platform such as North Online or BT. You will have a login to this platform.
Please note that our investment portfolios are actively managed and reviewed by fund managers and portfolio tracking software throughout the year.
When you review your investments annually with your Advisor, they will look at the 3, 5 and 7 year returns, as well as contribution levels, to ensure that you’re on track to achieve your goals.
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You can submit your Tax File Number to RightTrac using this form
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North Online is an investment platform that gives you access to quality funds including wholesale managed funds.
Platforms can help you invest in a way that reduces risk, improved diversity, access quality funds without minimum limits, and limit taxes paid. These features can all help you achieve a higher % return on your investments.
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Please contact our team before you make any changes to your insurance policy.
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We are not registered tax practitioners, however, members of our team are qualified to provide basic advice around tax.
We can also connect you with accountants to provide specific tax advice, including business taxation and accounting.
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Waymaker is a coaching program that helps Australians with their cash flow, mindsets and financial goals.
Waymaker also provides home loan mortgage broking services.
RightTrac is a partner of Waymaker to provide financial advice for specific strategies, including investing, insurance and retirement planning.
You can SMS the Waymaker team on 0429 080 784