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Initial Consultation

Brief overview Financial Health Check Future Plans/Goals

  • 15 min
  • Virtual or in person based on your preference

Service Description

The initial consultation aims to get an understanding of your current stage in life, finances, risk appetite and goals for the short medium and long term. If we both agree that you could benefit from our services then we proceed to our agent-client relationship.

Contact Details


Located in the laneway through MVB (visible from Challis street). c05/25 Challis Street, Dickson ACT, Australia

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