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Get Help With a Specific Decision or Your Overall Financial Strategy

Sometimes all you need is a second opinion, a “financial health check” or help with a specific decision.

We offer hourly consultations at a cost of $330 per hour (with a minimum of 2 hours charge at $660, unless you seek advice about mortgage/borrowing only).

We cannot provide you with any advice regarding a specific product, such as an actual investment, super fund or insurance policy. If you require a specific product recommendation (eg. super, insurance, mortgage or investment), then we will outline the procedure and costs.

People book these meetings to answer questions such as:

  • Should we sell or keep our property?
  • How are we tracking for retirement?
  • Are we putting enough into super? What’s the best way for us to contribute?
  • Should we focus on super or mortgage repayments?
  • How can I bring the costs of my insurance down? Do I have enough and the right types of cover?
  • My bank will lend me enough to buy the property I want, but can I really afford it? And, what does that mean for my other goals?

Contact us to book an appointment in person, by video or on the phone.

Read what others say...

  • “When it came time to make some big financial decisions, I thought a small investment in seeking advice from someone who knows the ins and outs of finance would be money well spent. I was looking for someone who was independent, not someone who was primarily focused on pushing financial products on to me.

    Justin was able to do a thorough analysis of my personal financial situation, and offer smart advice that holistically considered my entire circumstances. I find financial matters confusing, but I was able to walk away from my consultation with clarity in how to deal with a tricky financial situation.”
    Craig – Peregian Beach
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