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I'm happy for you to book an online appointment directly into my diary
Meeting menu
Initial Discussion | No fee
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20 to 30 minutes
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Brief discussion about the reason you're seeking financial advice
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Introduction of the Financial Services Guide (located below)
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In-depth discussion about your current financial situation
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General advice on ways to improve your financial position, and whether personalised financial advice will be beneficial to you
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At this stage, should the meeting need to go beyond the ‘No fee’ 30 minutes, a fee can be agreed on based on our Value for Value method
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Quite often this meeting is all that’s needed to help with your financial questions
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Financial Health Check | $247
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60 to 90 minutes
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All items from the 'Initial Discussion' meeting, as well as the following
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An extensive discussion about your current financial situation, including your objectives and goals, coupled with strategic options matching your needs
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A personalised diagram of your current financial position
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A tax-deductible invoice/receipt for Tax (Financial) Advice related matters
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The next steps, if required:
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Fact finding meeting
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Research of options and solutions
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Agreement to fees
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Preparation of advice documents
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Implementation of advice
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Ongoing Review | Pre-paid service
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60 to 90 minutes
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For our valued ongoing Burvill Financial clients
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An extension of the previous menu items (fact find, advice delivery and implementation)
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Update of your current situation, including the changes that have occurred since our last meeting
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Reconfirmation of your objectives
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Performance of your personalised advice, and whether directional changes are required
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Action items created in our meeting for my completion
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Scheduling of the next Ongoing Review meeting time
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Recognition of our ongoing, professional relationship
Please choose your meeting
- No fee
- 247 Australian dollars
- Zoom meeting
60 - 90 Minutes
In-person meeting