Initial Assessment Consultation

Our Transparent Fee Structure

Initial Assessment Consultation

Your initial assessment consultation is obligation free to enable both parties to get to know each other prior to engaging the formal advice process.

In the event that you would like to discuss in detail specific areas or concerns regarding your financial situation there is a capped Initial Assessment Consultation Fee of $350 (ex. GST). There is no time limit for the initial consultation meeting to ensure that you have adequate time to discuss your situation, assess our capabilities and decide whether you would like to proceed with the engagement of our services.

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