Let\’s Talk

what to expect when we talk

Your future starts with a conversation because by better understanding your current situation, the better your financial position will be down the track.

The first step is an introductory phone call, no strings attached. Once we’ve had a brief opportunity to get to know each other, we can meet face-to-face for a strategy meeting to discuss where to from here?

The strategy meeting will not cover personal advice but I will take you through my strategic process and provide a clear idea of what you need to focus on for developing your financial strategy. While the meeting must be general in nature, it is an opportunity for you to ask questions and to understand any important issues that need to be addressed. As the strategy meeting can be quite detailed, we allow an hour and a half and charge an initial consultation fee of $495, which will be credited towards any future professional fees as you become one of my valued clients.

I work with my clients all across Australia so we can also catch up online via a video call if that would be easier.

I truly look forward to helping you take the first step to a simply beautiful future.

what to expect from our partnership