How does it work?
Our first meeting is very informal. It’s a chance for us to learn about each other before we talk about fees. It’s where we will explore whether we can help you and talk about ways we could work together. If you are referred to us by an existing client, this first catch up is at no charge to you.
At our second meeting, we will open our discussions further including specific areas of advice and give you an idea of how much it will cost.
Here business and Wealth is a Fee for Service practice, so you know the exact cost before proceeding with any advice and you only pay for the advice you want.
Initial (set up) fee is based on the complexity of your financial situation along with the agreed scope of advice and is priced as below. Ongoing coaching fee, starting at $125 per month, will ensure you sticking to your long term plan.
To make an appointment or general query about financial planning. Please contact Dominic at 0490118628.
Disclaimer : All financial planning matter will be conducted at Here Business and Wealth, Level 1/9 Bowman St, South Mill Centre, South Perth WA 6151. Licensing under Futuro Financial Service AFSL 238478.
