Question 1

Why do you charge for the first meeting?

Accepted Answer

Because a free first meeting isn't free. It's a sales cost, recovered from the clients who proceed. When you see a lawyer, a doctor or a tradesperson, you pay for their time from the first appointment, and you get their opinion, not their pitch. If you're not paying for someone's time, you're not dealing with an adviser. You're dealing with a salesman. So we charge $330, prepare properly, and give you a straight verdict. Proceed, and it's credited in full.

Question 2

Is the $330 credited?

Accepted Answer

In full, against your advice fee, if you proceed.

Question 3

What if you tell me I don't need advice?

Accepted Answer

Then that's the advice. You've paid $330 to have a specialist confirm you're set up properly, instead of $6,600 to be told the same thing at greater length. We don't have a smaller product to steer you into.

Question 4

Do I have to decide on the call?

Accepted Answer

No. But you'll have everything you need to: the verdict, the scope and the fee. Most people do. Places are limited and held for those who confirm, so if you need to speak to a partner first, have them on the call.

Question 5

What does the advice cost?

Accepted Answer

$6,600 inc GST for a Statement of Advice. Approximately $8,800 for complex positions such as trusts, SMSFs, companies or defined benefit schemes. Fixed, quoted on the call, and the $330 comes off it. No ongoing fees or commissions.

Question 6

What if I don't proceed?

Accepted Answer

Nothing further. The $330 covers the consultation and there's no obligation either way.

Question 7

Can I reschedule?

Accepted Answer

Yes, with 48 hours' notice. Inside 48 hours the fee is forfeited.

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