parinity pathways

01

INITIAL CONSULTATION

(Obligation Free)

Getting to know you

1.5hrs

02

PARTNERSHIP CONSULTATION

($330 inc. GST – if you don’t proceed after this meeting)

Present what we will do for you and how much it will cost

45mins

03

WE START WORKING TOGETHER…

ONGOING ADVICE

(Monthly fee agreed at the start of each 12 month engagement)

  • We become your ‘Go to’ for anything to do with your finances
  • We give you options to improve your financial situation – then make it happen
  • We meet as often as we need to or you want to
  • We help you adapt the plan when things change
  • We work through your goals for the year and then have an annual meeting to make sure we are on track
  • We focus on being proactive with your situation, but this means you have to talk to us before you buy the jetski
  • We are in a partnership together, so we expect you to carry the ball too – get involved, ask questions and take advantage of having your own financial specialist on speed dial!
Or

PROJECT ADVICE

(One-off fee paid upfront)

  • We target your specific need based on the partnership meeting
  • We get cracking straight away and get the job done within a set timeframe
  • You get your outcome and go on your merry way

CONTACT US