OUR FEES
Transparent pricing and exceptional value. No surprises - ever.
We offer a range of flexible pricing options to suit your needs, and we’re committed to delivering exceptional value at every step.
We believe that true financial confidence comes from clear, personalised advice tailored to your unique situation. Our approach is designed to guide you through every stage of your financial journey, helping you achieve your goals with confidence and peace of mind.
STEP 1
Meet
Your financial journey begins with an initial consultation where we get to know you and your aspirations. During this session, we’ll discuss your financial goals, work through your priorities, and explore how we can assist in shaping your financial future. Whether this consultation stands alone or serves as the foundation for ongoing support, we aim to increase your financial knowledge and help you take the first steps toward your desired outcomes.
The investment for our discovery meeting is $350.
STEP 2
Receive
Once we have a clear understanding of your needs, our team works behind the scenes to develop a comprehensive strategy tailored specifically to you. We compare options and craft a personalised roadmap designed to help you reach financial independence.
From investment strategies to retirement planning, we present our recommendations in a way that empowers you to make informed decisions.
Your road-map to financial freedom (the initial strategy) starts from $4,800.
STEP 3
Review
Financial planning is not a one-time event, but an ongoing process. As your circumstances change, so too should your financial strategies. We stay actively engaged, providing regular reviews to ensure that your plan remains aligned with your goals and adapts to any changes in your financial situation or the broader economic environment.
This constant evaluation ensures that you remain on track to achieve your financial ambitions.
Our tailored service packages start from $320 p/month
At Geraldton Wealth, our commitment is to offer tailored, proactive advice that evolves with you. With us by your side, you can feel confident that your financial future is in safe hands.
Contact our team today to schedule your initial consultation and start building the financial future you deserve.
