We price our services to bring value to you. We offer binding quotes of fixed fee ranges, or regular retainer charges based on funds under advice.

Email us to get a quote this week, or book a consultation with the button below.

Discovery Consultation

Name

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First Name

Last Name

Company or Organisation

Email

Phone

Country

(###)

###

####

What business need brought you here?

Tick all that apply.

Actuarial review (relationship property, leave liability, insurance)

Business analysis and strategy support

Financial product development or risk profiling

Forecasting or data modelling

Governance, mentoring and financial workshops

Investment strategy, recommendations, SIPO review or development

Performance monitoring and independent investment reporting

Superannuation or insurance scheme setup, wind-down or advisory services

Other

If applicable, what is the value of the assets you need advice on?

$

What are you or your organisation prepared to spend for our services?

$

Is there anything else important to note about your business needs?

investment monitoring and ongoing, proactive investment advice. We’ll track the value of a wide range of assets and provide an extra layer of governance to increase the security and returns of your investment
valuing overseas and local businesses for sale with turnovers between $1m and $20m
modelling retirement planning calculators for web use
independent review of risk profiles for new investment funds
Statement of Investment Policy review and development
initial investment strategy or independent review of investment strategy
actuarial analysis of liabilities for several landfills
conducting Board financial and investment workshops and upskilling management to take better investment decisions
reviewing corporate super schemes and facilitating transfers to more cost-effective and beneficial schemes