The first meeting is the most important one. It’s where we get you the clarity.
The clarity about the past and the past behaviour and decisions you’ve made up until where you are today. We’ll assess your current financial situation so it’s crystal clear where you are now what your starting point is. We’ll discuss your future goals and the life you wish to plan for. We’ll also determine whether we can help you and talk about the best way forward.
Please note that the fee for the first consultation is $99.
We are a Fee for Service practice, so you will always know the exact cost before proceeding with any advice and you only pay for the advice you want, once we progress to the advice stage.
The initial (set up) fee is based on the complexity of your set up and starts at $850. This is a one-off fee and is only charged when creating a new plan or strategy.
The ongoing coaching starts at $165 per month which can be tax deductible. It’s designed to track your progress, hold all parties accountable and will make sure you remain disciplined with your long-term plans.
Download our - Fee Summary
You may be able to pay for your financial plan from your super or investments. This method of payment is often preferred as it allows our clients an opportunity that may otherwise be out of reach due to cashflow restrains.
If you’re pressed for time, please feel free to send us an enquiry and one of our team members will be in contact within 24 hours.
Still have some questions?