Strategy Consultation.

In this appointment, once we have an understanding of where you are right now and where you want to be in the future, we give you an objective assessment of whether you’re on track to getting there.

We provide a range of services, which are detailed on our website, such as Strategy Analysis, Financial Advice and Implementation and a number of ongoing relationship options. Once we understand your situation, we’ll talk about whether these services could be of value to you and whether it makes sense to have us help you with it.

The cost for this appointment is $99, which is offset against any fee we may charge for additional services following this meeting. We are one of the only financial advice firms that charge a fee for the first appointment and there’s a very good reason for this. When the first appointment is free it is an opportunity for the adviser to sell you something. Our initial meeting provides you with direction and clarity and we are yet to meet a client that hasn’t received value from this initial appointment, which is why we also guarantee it. If you don’t feel you gained any value from it, we will not invoice you.

independent financial adviser
independent financial advice
conflict free advice
independent financial advice
conflict free advice