Work together on a specific issue

Free 60 minute coffee meeting

$150 / 60 minutes

Advice and Action Meeting

Work together on a specific project

Free 60 minute coffee meeting

from $1,500 / project

Goals and Challenges Meeting

Financial Strategy Meeting

Advice and Action Meeting

Work together for 12 months

Free 60 minute coffee meeting

from $6,000 / annum

Goals and Challenges Meeting

Financial Strategies Meetings

Advice and Action Meeting

Quarterly Meetings

Annual Meeting

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Frequently Asked Questions

How do I prepare for my free 60 minute coffee meeting?

If you've been thinking about your situation, you're as prepared as you need to be. During the meeting we'll clarify where you're at and discuss the right next steps for you. You don't even have to bring any paperwork along!

Are your fees tax deductible?

Yes, a portion of the 12 month fee is tax deductible. Your unique situation will depend on what can be claimed and I'll work with your Accountant to confirm the figure for you.

Do you receive commissions, incentives or payments, other than payment directly from a client?

No, even though it is standard across the industry. All of those hidden costs reduces the effectiveness of your strategy, making it harder for you to achieve your goals. These are generally glossed over by a financial planner as it's a lucrative part of their business income.

Why are your fees more expensive than other financial planners?

My fees seem more expensive as other financial planners don't appropriately disclose their fees and commissions. In fact, the total fee position for my clients are frequently less expensive than other financial planners.

I clearly discuss the fees applicable to your situation, compare it to what happens in the financial planning industry and show you the impact on your situation over the long term.

Do you have any "affiliations"? For example with product providers?

No, I see that as a conflict of interest. Based on what your financial situation calls for, we'll discuss a number of options and their pros and cons.

What about banks, institutions, Accountants, stockbrokers, mortgage brokers, property developers etc?

Since 2005, I've worked with a diverse range of industries that complement financial planning. I'm happy to share with you what I've learned, how to find the best provider and how to get the best outcome for your situation. I'll also happily recommend businesses that I've worked with before that suit your situation - as above though, I don't receive any payments for this.