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Book online

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

  • Brief discussion about the reason you're seeking financial advice

  • Formal introduction of the Financial Services Guide (FSG) which confirms the types of advice available from Burvill Financial, and what can be referred to other professionals

  • In-depth discussion about your current financial situation

  • General advice and ideas on ways to improve your financial position, and a determination on whether further financial advice will be beneficial to you

    • 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

    • Often, the Initial Discussion is all that’s required to resolve your need for seeking financial advice

  • Should further advice be required, it can be provided by Burvill Financial, or an external service provider depending on your needs

Financial Health Check | $237

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  • 60 to 90 minutes

  • All items from the 'Initial Discussion' meeting, plus

  • A meeting preparation guide to allow us to make the most of our time together

  • A full discussion about your current financial situation, and strategic options available for your consideration

  • A written meeting summary

  • A personalised diagram of your current asset position

  • An action items list

  • A tax-deductible invoice/receipt for Tax (Financial) Advice related matters

  • The next steps, if required, for an agreed fee (one-off or ongoing):

    • Fact finding document, known as a Financial Planning Request (FPR)

    • Agreement to fees

      • For personal insurance, it’s commission only

      • For investment advice, including portfolio construction, monitoring and updates, a percentage-based fee is charged

    • Research of options and solutions

    • Preparation of advice, including your personal Statement of Advice (SoA)

    • Implementation of advice

    • Confirmation of advice completion

Ongoing Review | Pre-paid service

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  • 60 to 90 minutes

  • An extension of the previous meetings, including fact find, advice delivery and implementation, plus:

  • Update on your current situation and any changes occurring since our last meeting

  • Performance of your advice and whether directional changes are required 

  • Confirmation of your ongoing fees

  • Any action items arising from our meeting

  • Scheduling of the next Ongoing Review 

Please choose your meeting

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