• Adviser phone call - 15 minutes

      15 minutes

      A phone call with Kristy for existing clients requiring a quick discussion, or new clients wanting to speak to Kristy before making an appointment.

      Enter your details and select a time that suits you.

    • Existing Client Meeting in person - Aspley Office

      1 hour 30 minutes

      This appointment is for existing clients to schedule their Review meeting or Catch up meeting.

      Enter your details and select a time that suits you.

    • Existing Client Meeting via Zoom

      1 hour 30 minutes

      This appointment is for existing clients to schedule their Review meeting or Catch up meeting.

      Enter your details and select a time that suits you.

    • Initial Client Meeting in person - Aspley Office

      1 hour 30 minutes @ A$330.00

      This is a no obligation appointment for new clients to discuss your current financial situation and options available to you.

      Enter your details and select a time that suits you.
      This appointment costs $330 (including GST).

    • Initial Client Meeting via Zoom

      1 hour 30 minutes @ A$330.00

      This is a no obligation appointment for new clients to discuss your current financial situation and options available to you.

      Enter your details and select a time that suits you.
      This appointment costs $330 (including GST).