A professional, one-on-one analysis of your personal finances.
Are you worried about your budget, planning for the future, whether to get an accountant, and who to talk to about…everything?
If you’re ready for financial clarity and to tackle the next step in becoming the Best Financial You, get started below!
Not quite that ready yet? Book a discovery call here.
With a financial overview and analysis, we’ll look at cash flow, financial set-ups and management, goals, and plans. Our advisor can work in conjunction with your other professionals (accountant, lawyer, bank advisor, etc.) to ensure a full picture is in place.
Packages start from $700 + GST for 3 hours of face-fo-face advisor time, plus advisor time for reviewing and summarizing meetings as well as outlining a plan for action. (*Additional professional time may be billed by them, at their rates.)