First Initial Consultation
15 Minutes
This initial consultation is designed for new clients to the firm or existing clients seeking advice for areas we have not yet asited in.
Free meeting to identity the advice being requested and gather sufficient information about your personal and financial circumstances. We’ll then identify a possible solution and determine an appropriate path going forward.
Note there is no charge for the first 15 minutes.
Consultation
1 Hour
Accounting and Tax
Business valuations
Alternative business structures
Financial Planning
Buying/selling and managing investments
Setting up/managing a Self Managed Super Fund
Asset protection and succession planning
Setting up/amending Wills, Enduring Power of attorneys/Medical Power of attorneys.
Property purchases/sales
Borrowing arrangements
Note:
If you would like to meet with Phillip face to face in our office, please give us a call to schedule an appointment as hours may vary.
Billing for consultation will be charged according to length of meting. A minimum consultation fee of 15 minutes will apply. Hourly rate of $350.
*Pricing to be discussed end of meeting if services proceeded with*
- Phone Free: 1300 880 863
- Email: concepts@cr.com.au
- Address: 612 Warrigal Rd, Malvern East Vic