Book a financial clarity session

Financial Clarity session

Learn how money works in plain English so you can make confident decisions. Use the booking panel on the right to choose a time for a virtual meeting.

Price
$750 including GST
One hour one to one session

What you get
Personalised education on the topics you choose such as superannuation, investments, cash flow, debt or insurance. Clear explanations, time for your questions and a short follow up note with key points and public resources.

Who this suits
People who want education rather than a full advice process, those wanting clarity before big decisions and anyone who feels unsure about how their money works.

Booking terms
Bookings are non refundable. You can reschedule once with at least 7 days’ notice at no cost. If less than 7 days’ notice is given or you do not attend, the fee is forfeited. Payment is required at booking to confirm your session.

Important information
These sessions provide general information only. They do not consider your objectives, financial situation or needs, and no personal recommendations are made. If you later decide you want personal advice, we can discuss next steps through our full advice process.

Questions
Call us on 0494 113 524 if the available times do not suit you.