Sometimes you just have one thing you need some help with or a question you need answered. Because we offer more than just investment and insurance advice we are able to assist with most of your issue – but we will tell you if we can’t! We can meet in person or virtually via technology, but in either case, this option is an open-ended meeting where clients have the opportunity to bring their documents and ask us various questions. We provide advice based upon their situations without doing any detailed analysis or report.
Types of issues we could address in this way might include:
- Can I Salary Sacrifice the cost of a car?
- Can you explain my superannuation statement?
- What does my life insurance cover?
- Am I paying too much for my home loan?
- What is the best way to make superannuation contributions?
- Should I save inside or outside of superannuation?
- Should I fix my home loan interest rate?
Our approach is that in most cases our initial discussions with a client are free of charge, as we use this meeting to work out what the client needs from us. If it is a single issue piece of advice needing only a one off service we will advise you that this is what we believe you need and give you the opportunity to decide whether you want us to proceed – this gives you control over whether you want to spend money with us or not.
If the issue requires a more detailed approach, requiring analysis and written recommendations or advice, we will advise you in advance, and credit the cost of our one-off meeting against the fee charged for that assignment.
One-off services are charged at the rate of $300 per hour with a minimum charge of $300.
