Your call is booked.

Watch the example video below so you know what to expect and how to prepare for the call.

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Before your call, watch these.

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How advice scope and fees are agreed

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What if I already have other advisers?

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What does scenario modelling add?

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Is this suitable for a complex situation?

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What can I reasonably expect?

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What happens after the call

What clients say

“We have come to know Michael as an expert in the field of financial advice. He is articulate, passionate, and deeply invested in his clients’ long term success. He is able to hold a balanced view in face of competing priorities, and draw upon his experience to help you consider trade-offs. We highly recommend his service.”
EllieClient review, March 2024Read on Adviser Ratings
“I've spoken to a few financial advisers and none have been as attentive, thorough, dedicated and focused like Michael has. He's given me fantastic advice around a few areas, and a real idea on how to reach my goals. He's always approachable and happy to help for any questions I have, no matter how small or tricky they are. He gives me full confidence as a client that I'm in the best hands possible. Truly astounding service, you won't regret it.”
VenusClient review, September 2021Read on Adviser Ratings
“Michael has provided advice on our plan for retirement, including purchasing a home, superannuation, and new insurance products. Michael always explained things simply and clearly so that we fully understood our options. Through Michael’s knowledge and experience, we are confident the advice given is right for our needs. We always received Michael’s full care and attention.”
MarianClient review, September 2021Read on Adviser Ratings