One on One
If you feel you need to catch up one on one after a Women's Financial Education session you are not alone.
We often find Women wish to discuss their budget, super, insurance, goals and estate with us once they have completed their workshop.
The One on One sessions start at $75 an hour if you come to Torquay during business hours. If you decide that you would like us to visit you at a time after work the rates increase. Please contact Women's Financial Education for more details of these fees and to book an appointment.
If all you require is some general information and guidance without considering your personal circumstances then we can meet once and try to answer your questions or point you in a suitable direction.
If you require more personalised advice, something that takes into account your current circumstances and products then we would move into the financial advice realm. This would involve a couple of meetings and presentation of your advice in a physical legal document called a Statement of Advice. We would then assist you to implement the advice if you are comfortable and ready. Please ask Kirby when you meet with her if this is something you are interested in and she can explain the process and fees in more detail.
Women's Financial Education is in conjunction with Two Mile Bay financial planning and Kirby is employed by Two Mile Bay. Two Mile Bay is an Authorised Representative of Millennium3 Financial Services (more details at the bottom of this website).
At Two Mile Bay we pride ourselves on offering exceptional service to our clients at an affordable price. We have some of the lowest financial planning fees in the industry as we are an established business with over 700 clients Australia Wide.