Initial Meeting(s)

No fee for initial meetings

The initial meeting(s) generally enable us get to know your financial issues and uncover your financial dreams. We then let you know if we can assist you achieve your financial & lifestyle goals & objectives. In the meeting(s) we explain the steps & process of establishing & managing a professional financial plan.


Fee for Service
  • Cashflow & budget analysis
  • Home mortgage & personal debts analysis
  • Personal & family lifestyle protection review, analysis & recommendation
  • Superannuation (incl SMSF) planning
  • Will & Estate - general advice
  • Personalised review program


  • Home loan & debt reduction/elimination planning
  • Investment planning
  • Tax planning
  • Personalised review program


  • Pre-retirement planning
  • Retirement planning
  • Centrelink benefits
  • Personalised review program

Note: Our fee structure is simple to understand, in what you pay for and what you get. A complete fee structure will be explained and given to you along with our Financial Services Guide in the initial meeting(s). We may receive commission from mortgage & insurance product providers which will be disclosed to you.