Make An Appointment

A general consult is for new clients who would like answers to general advice* queries, or want information on us and the services we offer.

Our fee for this meeting is $530*

If, after our initial meeting, you decide to continue working with us, we will rebate the full amount of this fee against any other fees you are charged for researching, compiling, implementing and the ongoing management of your Financial Plan.

*Notes: in some circumstances, we may be able to charge our fee(s) to your superannuation account.

'General advice' is information only, that does not take into consideration your personal circumstances, objectives and needs.

PO Box 56
Ballajura WA 6066

Monday - Friday
9am - 5pm