Live your life your way
The advice journey is for those people that are ready to take action. You want to partner with someone that has the expertise to help you make great financial decisions that stand the test of time and set you up for living the life you want to lead, you don’t have time to research all the possibilities and deal with the paperwork, you need a specialist project manager to guide you through the financial wilderness. You are ready for accountability and you are ready to address your financial world.
The advice journey is all about uncovering what you want to achieve, delving into your finances to see where you are at, addressing the appropriate areas of financial advice to ensure you are on track to achieve your objectives and providing accountability and ongoing coaching and management to stay on track. Together we will start achieving your objectives and creating new ones.
You might jump into this journey after our in depth Check Up, a Q&A session or if you are really keen to get on track you will start here.
The fee for this service starts at $333 p/m for singles and $458 p/m for couples.
This is essentially a commitment to your financial future. Book now for an initial phone call to determine if this is the right option for you.