Frequently Asked Questions
How long does the audit process take?
Personal fee audits are typically completed within five business days of receiving your documentation. Business optimisation engagements may require additional time depending on complexity.
What documents do I need to provide?
We require twelve months of banking statements from all accounts you wish us to analyse. These can be downloaded from your online banking and uploaded securely to our client portal.
Is my financial information secure?
Absolutely. We use bank-grade encryption for all data transmission and storage. Our systems comply with Australian privacy regulations and industry security standards.
What if I do not save as much as expected?
We provide realistic estimates based on your data. If our analysis indicates limited savings potential, we will tell you upfront before proceeding with a full engagement.
