The ETG Wealth Experience
We explain everything in plain english, so you understand the 'why', 'what' and 'how' of your financial decisions. You'll feel relaxed, in control and confident you're on the right track.
1. CLARIFY
A complimentary 20-minute phone call to see if ETG Wealth is the right fit to help you.
The Discovery Meeting is all about you, and we’ll build on our initial chat to get a deeper understanding about what's important to you now and moving forward. By the end of this meeting, you will have:
Clarity about your current financial position and any gaps in your existing plan that need to be addressed.
Have an understanding of how we will work with you to escape the grind.
Your investment for this meeting is $360 inc GST (individual) or $480 inc GST (couple).
2. DISCOVER
3. PLAN
Once we have confirmed what’s important to you and agreed on what the focus of our work for you will be…It’s time to get to work.
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 to the next step when you are comfortable with the plan.
Once the strategy and advice have been agreed to, we'll implement all financial recommendations and keep you updated along the way.
Your investment for the initial 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 your strategy and implement your plan.
The cost can be spread over the 12 months and it may be possible to pay some via your superannuation or investment platform.
4. PROGRESS
Your plan has been tailored for you based on where you were when we met. Life will twist and turn and it’s important that your plan is able to adapt so you stay on track. Once your initial 12 months is finished, we’ll help you stay on track by being here when you need us and also formally meeting at least annually for your Progress Meeting. This involves:
An annual Progress Meeting to ensure you're moving along your path in the right direction.
It's an opportunity to review your current financial position and goals and adapt your financial plan to changes in your life if required.
Annual investment starting from $3,300 inc GST (individual) or starting from $4,320 inc GST (couple).