Request an Appointment

Wealth Adviser is the educational resource of Wealth Today, a national financial services licensee. A local Wealth Today adviser would be happy to provide advice on a personal basis should you wish through a one-on-one consultation.

Make a free appointment with one of our experts.

What is the cost?

There is no cost to the first introductory meeting. If we believe that we can help or do the work that you are looking for, we will quote you a fixed fee for the advice work.

What happens at a first meeting?

The purpose of the first meeting is for you to tell us what type of advice you are looking for and what assistance you need so we can then establish if and how we do may be of assistance to you.

Some examples of work that we do:

• Preparation of comprehensive financial plans and investment strategies
• Retirement planning for clients preparing for retirement in the next few years
• Strategy specific advice such as:

  • How to set up transition-to-retirement strategies
  • How to set up and administer an SMSF
  • How to select and buy a specific investment property

Benefits of financial advice:

• Helps you avoid costly mistakes that many make through trial and error
• Helps you act quickly and save time instead of wasting months trying to figure everything out by yourself
• Clarity about the future and peace-of-mind

In exchange for a small amount of your time you can find out how we may be able to help. Take the next step and book today, you will be glad you did.