The Process
Complimentary 15 Minute call
Do you have questions before booking a meeting or want to talk to me first?
You can book a complimentary 15-minute introductory call by following the link below.
Discovery or Education Meeting
During our first meeting or a repeat consultation, we do one or both of the following:
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Discovery - A chance for me to hear about you, your goals and any concerns you have.
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Education - I can provide plain-speaking general advice to help you understand concepts and empower you on your journey.
The cost of this meeting is $330 (inc GST).
Personal
Advice
If I believe you would benefit from personal advice and you decide to engage me as your financial adviser, I will provide a plan to achieve your goals.
First I conduct a deep analysis of your current position and identify strengths, weaknesses, opportunities and threats.
We then partner to ensure you are in a peak position and have the highest probability of achieving your goals.
If you need advice around a single issue or event, I can advise on a project basis.