"
And thats what I really loved about your initial process, there was no pressure. We had plenty
of time between the meetings to really think through the plan and whether we wanted to work
with you. You were prepared to wear that cost. It just made it really comfortable- Blair Gibson
Our first four interviews are without obligation
We make this exceptional offer because it can be difficult for a new client to know if they would like to proceed after only one meeting. It is also difficult for us to know whether we can add our required benchmark value without examining a person's situation, getting to know them and preparing some initial modelling.
As a result every new client can relax.
Some may see this as a risk to our business because we may not be paid for the time spent. We see it as a wise investment.
2:01
Why we use fee not commission
OUR FEE
The following fees relate to our ongoing coaching service. For information on the fees relating to stand-alone advice
(specific areas like debt management, budgeting, income strategies, investment, retirement etc) please refer to
the stand-alone advice page.
Our first four interviews are without obligation
The fees
What can that add up to over the long term?
When do I pay?
What if I'm not happy with the service?
What if I can't afford your fee?
financial planning berwick
melbourne victoria