How much will my initial meeting cost?

By May 27, 2016 No Comments

How much will my initial meeting cost?

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The cost of your initial meeting with your independent Quantum Financial planner is $550.

We only offer initial meetings to potential clients where we believe that our discussion will add more value than the cost.

You may think an initial meeting fee is unusual for financial planners, however the best financial planners in the country have a similar approach.

We adopt the same approach as our specialist medical clients (cardiologists, oncologists, etc) and issue you an invoice for your personalised, initial professional consultation.

About Claire Mackay

I am a financial planner, SMSF expert and company director. I thrive on providing independent, expert financial advice to my wonderful clients. I was recognised as Financial Planner of the Year 2015 and Investment Adviser of the Year 2014. My website is here

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