The ETG Wealth Experience
We explain everything in plain english, so you understand the 'why', 'what' and 'how' of all your financial decisions. You're not left wondering. You'll feel relaxed, in control and confident you're on the right track. And, we like to have fun along the way!
1. CLARIFY
A free 20-minute phone or virtual chat to see if ETG Wealth is the right fit to help you plan to escape the grind (financial confidence to retire by choice, not chance).
We find out what's important to you now and in retirement.
90 MINUTE MEETING (VIRTUAL OR IN PERSON) | WALK AWAY WITH:
Timeline of the important milestones you’d like included in the future and this will form the framework for our work together.
Within a few days of this meeting, you'll receive a letter of engagement with a summary of our understanding of what escaping the grind looks like for you, an overview of the steps we need to take to get you on the right path and what the cost will be to complete the work over the next 12 months.
Your investment for this meeting is $360 inc GST (individual) or $480 inc GST (couple).
2. DISCOVER
3. PLAN
It’s time to get to work.
2 X 2 HOUR MEETINGS + IMPLEMENTATION
We crunch the numbers and give you a clear step-by-step action plan.
We’ll explain everything clearly, so you are empowered with all the information to make informed decisions.
You remain in control throughout the process and we only move forward when you are comfortable with the plan.
Once the strategy and advice has been agreed to, we'll implement all financial recommendations and keep you updated along the way.
Your investment for the 12-month engagement will be between $5,500 and $7,700 inc GST depending on the complexity.
The initial 12 months normally involves the bulk of the heavy lifting to develop and implement your strategy.
The cost can be spread over the 12 months and it may be possible to pay via your superannuation or investment platform.
4. PROGRESS
Stay on track.
ANNUAL PROGRESS MEETING + SUPPORT
An annual Progress Meeting to ensure you're moving along your path in the right direction.
It's an opportunity to review your goals and adapt your financial plan to changes in your life.
I'll also review the cost for the next 12 months based on the ongoing complexity of your situation, and whether additional meetings or other services, such as Centrelink assistance, need to be included.
Annual investment from $2,820 inc GST (individual) or $3,600 inc GST (couple).