This is an unhurried, no-agenda conversation about your money – bring whatever's on your mind. Cash flow, a big purchase, super, investing, or just “am I doing this right?”.
No sales pitch, just bringing calm to the storm.
If you decide to move forward with advice down the track, your fee is credited in full toward those fees.
Prefer face-to-face? $330* in person, in Sydney.
*Referred by someone you know? This fee is waived.
I'll be in touch to lock in a time.
Got it – thanks for reaching out. I'll be in touch shortly to lock in a time.
Wherever suits you best. You're welcome to visit our office, meet at a café, have us come to you at home, or jump on a Microsoft Teams call – just let me know your preference when you book.
Because someone vouching for us already tells me most of what I need to know. If you know someone we work with, they've effectively done the introduction – I'd rather spend that time getting to know you than processing a payment.
We work with clients in three ways, depending on how much guidance you need. Start ($3,500+GST) is for specific, simple advice. Grow ($5,000+GST) is for ongoing advice that adapts as things change. Scale ($7,500+GST) is for people who want to bounce ideas with us regularly. Remember, your Brainstorm fee of $220*/$330* is deducted from these packages if you go ahead – you can see the full breakdown on our pricing page.
That's exactly what the Brainstorm is for. No pressure, no obligation – we'll talk through where you're at and, if it's useful, point you toward the right level of support. Not ready for a Brainstorm just yet? Book a free 15-minute chat instead.