An initial meeting in which we explore your situation and explore and explain various strategies usually takes a minimum of one hour. We charge a fixed fee for this initial meeting of $275 incl GST. During this meeting we will explain our fees to you if you decide to take it to the next step. We have a detailed fee schedule specifying the fees for the various services we provide and want to provide full transparency to you in what fee will be applicable, depending on the areas of advice you require
Martina has given my late husband and me ongoing advice regarding my financial future. She is always available to speak with me and offers sound advice regarding my retirement and setting up a pension/superannuation fund. I have extreme confidence in Martina and her ability to chose the best way my funds are to be invested.
I have been extremely happy with the service we have received from Maartina and would have no hesitation in recommending her services to family and friends, she is very informative and genuine in looking after our interests.
Maartina has been a breath of fresh air in our financial affairs. Right from our first meeting, she has always taken the time to explain procedures and the reason and purpose of them in a clear concise manner. It seems to my wife and I, Maartina has highly developed skill set in being open and forthright and very much to the point in making sure you have understood the process before moving forward. At the same time she makes you relaxed in her company and extremely confident in her recommendations, all detailed in hard copy and in our computer links. Very professional and we both highly recommend her to anyone wishing to engage In being advised on securing their financial future.
Martina has been our adviser for the past 5 years. She has helped us getting on track for our retirement planning and we gained a good understanding on how we can do this in the most tax effective way. We feel very confident that she always has our best interest at heart and we trust her financial advice and capabilities. She is always available when we need her her and we meet regularly for reviews where we thoroughly go though our financial position and optmise our strategy so we know whether we are on track. We would highly recommend Martina to anyone who is seeking for (pre) retirement advice.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 1977
- Years of experience 46
- Diploma of Financial Planning (1-8)
Streamline WealthSuite 304, 75 Tulip St
Cheltenham, VIC 3192 Wongabeena, 30 Melba Rd
Barwite, VIC 3722
- 9:00am – 5:00pm Tuesday – Friday
- 9:00am – 6:00pm Monday
- In person
- Video call
Nextplan Financial Pty Ltd