Phase 1 — Intake and fit assessment
Every enquiry is screened for scope. We ask whether you need settlement orientation, cross-border clarity, regulatory education, documentation readiness, or introduction to an AFSL licensee. Visa lodgement, court work, tax returns or product selection from us are redirected to the right professional.
Intake records residency, entity type, urgency, existing advisers and language preferences. We do not ask for full passport numbers or card details by email; secure channels are used when identity review is part of a paid engagement.
Phase 2 — Scoped delivery
Deliverables are listed in writing: checklists, briefing notes, workshops, meeting agendas or referral introduction. Sessions are time-boxed with circulated summaries so spouses, directors or offshore colleagues share the same facts.
For cross-border matters we often run a Greater China morning briefing and an Australian afternoon workshop with lawyers or accountants — we chair questions rather than provide legal conclusions.
Handover to licensees
When referral proceeds, introductions are made in writing with the client copied. Consulting files note the licensee name and date; product implementation sits with the licensee unless a new education engagement is agreed.
Phase 3 — Referral gate
Referral never follows automatically from education. We assess whether personal advice is likely, whether you already have a licensee, and whether our introduction adds value. Written consent records licensee category and any material referral benefit. You may decline referral and keep consulting-only files.
Phase 4 — Closure and follow-up
After handover, referral files close with date and licensee name noted. We do not attend product implementation unless separately engaged. Changed circumstances — visa status, second-year super questions — start a new scope and new fees.
What you can expect
- Plain English and patience with terminology gaps
- Written scope before substantive work
- Clear statements when a matter sits outside our role
What we ask of you
- Accurate facts for KYC and referrals
- Timely responses when third-party documents are needed
- Respect for licensee independence after introduction
Remaining in the product conversation after referral blurs liability. We step back unless you re-engage us for education-only support.
See Compliance & Licensing · Referral Process · Request a Quote