Initial Investment Advisory Consultation – 60 Minutes
Book a private 60-minute initial consultation to discuss your financial goals, investment questions, time horizon and practical next steps. Scheduling instructions are provided after successful payment.
$45.00 Inc VAT
Initial Investment Advisory Consultation – 60 Minutes
Description
One-hour initial investment advisory consultation
This private 60-minute consultation helps you clarify your investment goals, understand the options available to you and identify practical next steps.
What we will cover
- Your financial goals, priorities and investment time horizon
- Your questions about Government Bonds, listed shares, unit trusts and portfolio diversification
- Risk, return and the considerations that may shape your investment approach
- A practical roadmap for your next steps
How the consultation works
After successful payment, you will receive scheduling instructions so you can choose a suitable consultation time. The session is held privately for up to 60 minutes.
Any additional advisory work or follow-on support required after the initial consultation will be discussed separately.