Book an Initial Consultation with Ali
Our Initial Consultation is $990 including GST.
Included in the 1 hour initial consultation:
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 the level of retirement savings that you are on track for at retirement.
- Tax planning. We have a strong focus on tax planning and will discuss strategies designed to minimise tax.
- Financial strategies that would be suitable to maximise your retirement savings.
In addition to:
- A question and answer session for any questions you may have.
- A summary of 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.
General Advice Meeting only
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 Services Guide.