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Scenic Rim Financial Planning

(07) 5613 1920

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  • HOW WE CAN HELP
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    • Home
    • ABOUT US
    • HOW WE CAN HELP
    • ADVICE PROCESS
    • BOOKINGS
    • RESOURCES
    • DIVORCE
    • HNW CLIENTS

(07) 5613 1920

Scenic Rim Financial Planning
  • Home
  • ABOUT US
  • HOW WE CAN HELP
  • ADVICE PROCESS
  • BOOKINGS
  • RESOURCES
  • DIVORCE
  • HNW CLIENTS

PLEASE NOTE - We are currently helping a large number of clients to get financial clarity and improve their future outcomes. Whilst we can take Introductory Calls anytime, we do have a wait time of 2-4 weeks for Fact Find meetings and moving into new advice.

NEW CLIENTS

For new clients starting the advice process with us
STEP 1 - 15 minute introduction CallSTEP 2 - $550 Fact Find MeetingSTEP 3 - Strategy Meeting (engaged clients only)STEP 4 - Advice Presentation w/ sarah (engaged clients only)

EXISTING CLIENTS

For existing clients on Ongoing Service Arrangements
ANNUAL REVIEW MEETING - SARAH NULTYANNUAL REVIEW MEETING - ROBERT LAWRENCE30MIN MEETING - SARAH NULTY30MIN MEETING - ROBERT LAWRENCE30MIN MEETING - JEN PETROVIC30MIN MEETING - NINA LAWRENCEADVICE PRESENTATION - SARAH NULTYADVICE PRESENTATION - ROBERT LAWRENCE

Scenic Rim Financial Planning

2/119 Brisbane Street, Beaudesert QLD 4285, Australia

(07) 5613 1920

Copyright © 2022 Scenic Rim Financial Planning Pty Ltd - All Rights Reserved.

Scenic Rim Financial Planning Pty Ltd ABN 18 112 135 350 is a Corporate Authorised Representative (No.336111) 

of Athena Financial Services Pty Ltd ABN 15 686 060 588, an Australian Financial Services Licensee No. 569 806 

Booking a FREE call

Click here to book a FREE 15min introduction call to discuss your needs and how we can assist.

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