Book a 15-minute consult with a financial adviser
Fifteen minutes will tell us both a lot.
Pick a time that suits. There’s no cost and no obligation. You’ll leave knowing whether advice makes sense for you right now, and we’ll be straight with you either way.
Before you book
You don’t need your paperwork in order or the right questions ready. Bring whatever’s been sitting on your mind. Our job is to work out what matters, and tell you honestly whether we can help.
How it works
Three steps. No pressure.
Book your time
Choose a slot below. Phone or Teams, whatever suits you.
We talk
What’s on your mind, where you are now and where you want to be. No products are presented.
You decide
If we can help, you get a written scope and a fixed fee before any work starts.
15-minute consult
Choose a time that suits you.
The best place to start for most people.
Other ways to book
Know what you need? Go straight to it.
Retirement strategy session
A longer, complimentary session for pre-retirees and retirees who want to go deeper on income, super and tax.
SMSF consult
Thinking about a self-managed super fund, or already have one and want a second opinion?
TPD assessment
Had a total and permanent disability claim approved through super? Talk to us before you withdraw anything.
Existing clients: book your review meeting here. Prefer to talk now? Call 1300 459 101.
Not ready to talk yet?
Start with two minutes on your own.
If you’d like to gather your thoughts first, take our free Financial Health Check. Six quick questions across cash flow, protection, tax, investments, retirement and family, and you’ll see where to focus first.
Wondering whether advice is worth paying for at all? We’ve written an honest answer to that, too.
General advice only. This page does not take into account your objectives, financial situation or needs, so consider whether it is appropriate for you and read our Financial Services Guide before acting. Wealth Effect Group (CAR 424768) and Andre Dirckze (AR 395157) are Authorised Representatives of Boston Reed Pty Ltd, ABN 89 091 004 885, AFSL 225738. Accounting and tax services are provided by Altiora Advisory, not by Wealth Effect Group. See our important information.