How much will my initial meeting cost?
Nothing!
There is no cost for the initial meeting.
We are proudly ‘fee for service’ advice.
If during the meeting we identify that we can be of service, fee charges will be discussed.
How do I arrange to speak with someone?
Head over to our contacts page via this link and arrange a time that suits you.
Can we conduct a Zoom meeting?
Absolutely!
Our clients are spread all over Australia. Therefore, it’s not always convenient for them to meet in person.
Zoom allows us to communicate face to face whenever our clients need to chat about their portfolio investments.
They can get on with their busy everyday lives or ‘grey nomad’ travels and have confidence knowing they can touch base with us about any concerns at a time that suits them.
By embracing this technology it has broadened our client adviser relationship.
Why choose us?
As a boutique financial adviser business, we work closely with our clients to achieve their financial goals.
Their success directly reflects our success, so it is in our best interest to ensure their financial security.
We do not peddle products for commission, we are a fee for service only.
Head over to our testimonials page to learn what some of our clients say about us.
Here’s the link.
How much money do I need to invest?
We can tailor a portfolio to those just starting out on their financial journey through to those approaching retirement.
Set up a time talk today to discuss strategies tailored for you.
Contact us here
