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Book online

I'm happy for you to book an online appointment directly into my diary

Meeting menu

Initial Discussion | Prospective Clients

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  • 30 to 60 minutes | Let's talk

  • Discussion of why you're seeking financial advice

  • Review my Financial Services Guide (located below)

  • In-depth discussion about your current financial situation, objectives and goals

  • General advice on ways to improve your financial position, and whether personalised financial advice will be beneficial to you

    • Quite often this meeting is all that’s needed to help with your financial questions

Ongoing Review | Existing Clients

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  • 60 to 90 minutes | Let's catch up

  • For valued ongoing Burvill Financial clients​

  • Update of your financial situation, including the changes that have occurred since our last meeting

  • Reconfirmation of your objectives

  • Performance of your personalised advice, and whether directional changes are required 

  • Scheduling of the next Ongoing Review meeting 

    • Recognition of our ongoing, professional relationship

Please choose your meeting

Burvill Financial Pty Ltd ABN 70 610 034 921 is a Corporate Authorised Representative

of Oakwood Lifestyle Advisers Pty Ltd ABN 14 072 735 409 AFSL 379049

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