If you are wanting to investigate whether we are the right fit for your advice service needs, ask questions and get to know us better, you can book a complimentary discovery call and speak to our Financial Adviser before investing in the advice process.
Book your discovery call here.
Our introductory meeting is designed for comprehensive discussion and understanding of your financial circumstances. During this session, we will delve into your current situation and explore the specific financial guidance you are seeking. Additionally, we will outline how we can assist, explain the advisory process, and address any associated costs.
You will need to provide your personal and financial information prior to your appointment.
This meeting is an opportunity to discuss the professional analysis we have undertaken on your current financial situation.
This includes expert review and discussion of any identified gaps and opportunities whilst also increasing your financial literacy around strategies.
This meeting is the stepping stone into what strategies, goals and objectives you would like included in your tailored financial plan.
Please note: This is not advice, rather a professional analysis of your current situation.
Outlining our strategic & product recommendations we've tailored for you, this roadmap for your financial future, provides the steps for you to achieve your goals and live your best life.
Our advice offering is from a highly educated and experienced financial advice team that is passionate about holistic, tailored and down-to-earth strategies.
See below for examples of advice costs.
Our commitment to you doesn't stop with the initial advice.
We understand that comprehensive advice requires expert guidance and support, particularly as life changes, financial markets fluctuate, and circumstances evolve.
We believe ongoing support and regular review meetings is paramount to your success.
Our ongoing service allow us to track your progress, make adjustments when necessary, and ensure that your financial plan remains aligned with your goals and aspirations.
Before we embark on research and providing you with a holistic financial roadmap, we will discuss the costs with you. Below are the types of initial advice costs and examples of what different plans may include to give you a better understanding of your investment into the process.
Super & personal insurance strategies and product recommendations.
Example one: super, personal insurance, wealth creation, cash flow.
Example two: pre-retirement/retirement planning, super and cash flow.
This advice may include a Self-Managed Super Fund (SMSF), multiple entity, multiple strategy or complex advice situations.
Quotes provided on request.
This website is published by Rebel Wealth Management Pty Ltd. Regina Hocking authorised representative 001234469 and Rebel Wealth Management Pty Ltd corporate authorised representative 1305276 are authorised representatives of Wealth Today Pty Ltd (ABN 62 133 393 263), AFSL 340289.
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If you'd like to learn more about us or have any questions, please contact us, we would love to hear from you.
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