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 Call STEP 2 - $550 Fact Find Meeting STEP 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 NULTY ANNUAL REVIEW MEETING - ROBERT LAWRENCE 30MIN MEETING - SARAH NULTY 30MIN MEETING - ROBERT LAWRENCE 30MIN MEETING - JEN PETROVIC 30MIN MEETING - NINA LAWRENCE ADVICE PRESENTATION - SARAH NULTY ADVICE PRESENTATION - ROBERT LAWRENCE

Financial Services Guide

Scenic Rim Financial Planning

2/119 Brisbane Street, Beaudesert QLD 4285 | 13/9-13 Main Western Rd, Tamborine Mountain QLD 4272

(07) 5613 1920

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

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