1 hour face-to-face virtual or in person obligation free consultation with the financial adviser including:

1)  Articulation on any short and long term goals toward your life aspirations.

2) A full snapshot of your current net worth, cashflow and tax positions.

3) Discussions on specific financial concerns you have.

4) Applicable facts, financial tools and resources.

5) General advice on your financial options.

6) Quick financial exercise and health check.

7) Free referral to other professionals (e.g. accountants, mortgage broker, legal etc)

8) 50% off first consultation ($157 incl. GST)