Most sessions run between 60 and 90 minutes, but we are happy to vary the session time and provide shorter or longer sessions, depending on your needs.
We use a ‘10-point planning’ structure, and document notes and actions from our planning and strategy sessions to help to keep you on track with what you need to do.
Personal Financial Product Advice will be provided in a Statement of Advice, or we will keep a Record of Advice – as required by the Corporations Act 2001. If required, we can also provide you with advice in writing, generally via email.
If you have any questions, or would like to discuss the structure of our sessions or documentation of advice in more detail, please contact us.