The Process

Independent financial advice Canberra. Independent financial planning Canberra.

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.

Independent financial advice Canberra. Independent financial planning Canberra.

Discovery or Education Meeting

During our first meeting or a repeat consultation, we do one or both of the following:

  • Discovery - A chance for me to hear about you, your goals and any concerns you have.

  • 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).

Independent financial advice Canberra. Independent financial planning Canberra.

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.