We’ll take a comprehensive look at your current financial position, your goals, and any concerns. After this meeting, we’ll prepare a Letter of Engagement confirming our understanding of your goals and objectives, the scope of our advice, and the cost involved. The cost for the first meeting and engagement letter is $550 including GST.

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Offer

Free 15-Minute Quick Chat

The first step is a free 15-minute phone call with one of our advisers. This is a chance for us to understand your situation at a high level and ensure we’re the right team to support you. There is no cost for this quick chat.

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Services

5 services

Financial Plan Implementation

First Meeting and Engagement Letter

$550.00

Ongoing Advice and Support

Quick Chat

15 min

$0.00

Statement of Advice

About

Hours and details

Totally Integrated Financial Planning provides clear, personalised financial advice to help individuals and families navigate life’s challenges with confidence. Its caring advisers simplify complex decisions, offering tailored strategies and support across financial planning and aged care.

Services