General Financial Advice with Dennis

Service Description

This service involves prior consideration of your circumstances, a meeting usually lasting between 45 and 90 minutes and documentation of the meeting afterwards which is then provided to you. We do not lock clients into an ongoing service arrangement where annual fees are charged regardless of the level of service provided that year. Some clients will require advice multiple times in a single year whereas others require it every few years or some only once in their lifetime- perhaps at a key stage such as retirement or receipt of an inheritance. Clients can choose between a fixed fee or hourly rate appointment. We recommend new clients book a fixed fee appointment whereas returning clients should consider an hourly rate appointment if there has not been a significant change to their circumstances. General advice fees: Dennis Barton fixed fee - $900 including GST Dennis Barton hourly rate - $517/hour