GET IN
TOUCH
Wondering if it’s the right time for you to meet with a financial planner?
Whether you’ve got questions about when you can retire, if your super is working for you, if you should buy an investment property, or anything else related to your money, I’ll be glad to point you in the right direction.
Are We Right For You?
You're likely to get value from financial advice if you have an established income, superannuation, investments, property, are approaching retirement, or are navigating a separation or divorce and need guidance on your financial settlement and future.
You're looking for more than answers to a few financial questions. You want a plan, confidence in your decisions, and a trusted adviser to help keep you on track.
If you're unsure whether financial advice is right for you, that's exactly what the Financial Planning Consultation is for.
​Book Your Financial Planning Consultation
In this 45-minute consultation, we'll discuss your goals, concerns and financial situation, answer your questions, and determine whether financial advice is likely to add value to your circumstances.
45 minutes | $220
If you proceed with comprehensive financial advice, the consultation fee will be credited towards your advice fee.
Payment is required at the time of booking. The consultation fee is non-refundable if you cancel and do not reschedule, or if you do not attend your appointment.
​
If you're ready to show up, take action, and build a better financial future, we'd love to work with you.