Initial Consultation
Your initial consultation is a one-hour meeting designed to give you a clearer picture of your current financial position and the opportunities available as you plan for retirement.
Our Initial Consultation is $990 including GST and runs for approximately one hour.
During the meeting, we’ll have a high-level discussion about:
- Your retirement goals.
- The level of retirement savings you may need.
- The level of retirement savings you are currently on track to accumulate.
- Tax planning opportunities and strategies that may help reduce unnecessary tax.
- Financial strategies that may help improve your retirement position.
- Any questions you would like to discuss.
After the meeting, we’ll provide you with a summary of the key points discussed.
Money-back guarantee: If you don’t feel you received value from the Initial Consultation, we’ll refund your consultation fee.
General Advice Meeting only
The Initial Consultation is a general advice and factual information meeting and does not include personal financial advice.
If personal financial advice may be appropriate for you, we’ll discuss this during the meeting and provide you with a quote for any further advice before you decide whether to proceed.
For more information about our services and fees, please visit our Financial Services Guide.