Book a time with Stephen
I'm looking forward to meeting you. If you'd like to chat first, choose the free 20-minute call. If you already know you'd like help, you're welcome to book the two-hour initial consultation straight away. Both can be by video or phone, and the consultation can also be at my office in Ringwood.
Before we meet, please take a few minutes to read my Financial Services Guide. It explains who I am, how I'm paid and what to do if you're ever unhappy with my service.
Free 20-minute call
A relaxed conversation about what's prompted you to look for advice, how I work and what it would cost. It's a chance for us both to see whether we're a good fit, so I won't give advice in this call, and there's no obligation afterwards.
Initial consultation, two hours, $440
We'll go through your situation and goals in detail, explore the options open to you, and identify the strategies worth analysing in a written plan. The $440 is paid when you book and comes off your initial plan fee in full if you go ahead. If you don't feel the meeting was worthwhile, I'll refund it. If something comes up, you can reschedule using the link in your confirmation email, at least 24 hours beforehand.
Your booking details are held by Calendly, and payments are processed by Stripe; both may store information outside Australia. See our Privacy Policy for how we handle your information. Prefer to talk first? Give me a call on 13000 23842.