How much money do I need to make it worthwhile meeting with a financial planner?

The value of consulting a financial planner is less about the amount of money involved than it is the outcomes required – and the complexity of your roadmap to achieving those objectives. At Ally Wealth Management, our team strives to ensure that we can first demonstrate if and how we can add value, and as such we will:

• provide an introductory meeting at no cost to you, either virtually by video call or face to face in our office in South Perth or yours’; and
• be able to show you the value of any fee(s) to be incurred for the services you require.

To read how Ally Wealth Management can help you with your financial planning/ wealth management needs, please do check out our About Ally page.