Our first meeting will be provided free of charge. During this meeting we will go through a fact finding session to get to know a bit about you, your family and your situation as well as your goals, aspirations and immediate needs.
During this meeting we will determine if there is any way we can be of assistance to you. If so, we will agree on the initial cost of a provision of service to you and from there will research and prepare a statement of advice detailing our recommendations.
Any fees we charge will be fully disclosed to you prior to providing our service and we will require you to sign off in agreement with our terms.
We offer ongoing service packages which will be discussed with you when we present your advice.
Please click on the link below to read our Financial Services Guide for more information.
FSG Version 12 1 February 2018