Discussing money
​for people over 50

Book an initial consultation with us!

Our initial consultation is $990 including GST. 

Included in the 1 hour initial consultation is:

A high level discussion of:

  • Your retirement goals.
  • What level of retirement savings that you would need to accumulate to be in the position to retire.
  • A calculation of where the level of retirement savings that you are on track for at retirement.
  • Financial strategies that would be suitable in order to maximise your retirement savings.


​In addition to:

  • A question and answer session for any questions you may have.
  • A summary of our our discussions will be provided to you after the meeting.
  • Money back guarantee. If you do not feel you have received value for money, we will refund your fee.

​What's not included in the initial consultation:
Please note that this meeting is a general advice and factual information meeting and not a personal advice meeting. Legislation prohibits us from being able to provide you with personal financial advice during the initial consultation. If you wish to receive personal advice from us, we will discuss this further with you during our meeting and provide a quote for personal advice to you where appropriate. Please check this for further information.

For more information about our services and fees please visit our Financial Service Guide .

 

 



CONTACT US
Please feel free to call or email anytime, we will get back to you as soon as we are in the office.