Here’s the most frequently questions about my services.
What do you do?
My specialty financial planning services include:
Other services include
- Mortgages Home Loans
- Estate Planning
The fee for the initial face-to-face meetings at our Office are free. There is no cost to you because we absorb it. Its really important for you and me to see if we can work together.
Our professional service including individualized formal plans are fully documented. Fees start from $660 including GST. (This fee is typically funded by the product provider when the plan is implemented.)
Before we start, you will know exactly what fees are involved.
The details of the various financial services packages are in our Financial Services Guide. You can download it here.
Where & When?
Unless otherwise agreed, all meetings are held at our Office during normal business trading hours.
How long does it take?
Most initial meetings run for 30-45 minutes. Depending on how many issues, and how complex they are.
Once we have you’re approval, we will schedule further meetings to
– gather the necessary data
– walk through and answer your questions, and
– implement the recommendations.
Before we talk together, I will call you to get some background so that I can prepare myself before we get together.