NEW PRICING MODEL - 360 review

Reid McGill has recently launched a simple pricing structure to help people take the first step towards becoming financially well-organised. It's called the 360 review and it can help you unlock the power of financial advice for just $360.

ACT NOW

We know that there is a great deal of value in seeking financial advice both in terms of wealth accumulation, financial confidence and peace of mind. We know this from our personal experience and what our clients tell us about the value they feel we provide.

We have now made taking the first step easy with the 360 review:

360 review

For $360 you get 2 x one hour meetings which allow you to:

»» Start to engage and get to know your adviser and understand the financial planning process in a relaxed environment

»» Begin to articulate your financial goals and ambitions

»» Discuss life goals such as family, travel and purchases

»» Delve into your current financial position to assess what is working and what needs attention

»» Develop a conceptual idea of what steps you must take to start making your financial goals and dreams a reality

If you decide to go ahead and get a plan implemented, we will discuss additional costs (if any) at that time. Our standard charges are $220 per hour inclusive of GST.

Things to consider

If you are seriously considering taking the first step towards becoming financially well organised but still feel unsure, please consider the following:

Value - There is much to be gained from seeking advice and it is definitely not just for the already wealthly! Research carried out in 2007 showed that 9 out of 10 Australians who used a financial adviser benefited from this experience.**

Cost - We have developed a simple pricing model which allows you to take that first step towards financial confidence. If you go ahead with a plan, we will charge you an hourly rate to develop this. As is standard across the industry, we receive 1% of all funds under management (if fund management is part of your overall strategy). We do not pay individuals or businesses to refer to us.

Timing - It is very easy to put off doing something about your financial situation, but there is absolutely no benefit in doing this. Due to the power of compound interest you can achieve so much by starting early and getting on track with a financial plan.

Accountability - Starting to put aside a consistent and realistic amount today will have little impact on your current lifestyle but could give you an amazing financial future.

If you want to go ahead, simply give us a call on 02 6674 5007.