Call Us: (08) 9226 3639
Visit Us: 8/3 Lawrence Ave West Perth WA 6005
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. |
Foundation |
Fee for Service
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Wealth |
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Retirement |
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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.