Review service

Review services for existing clients

The services below relate to existing clients of Fairhaven Wealth who have previously gone through the full process and have received an initial comprehensive report (within the past 24-36 months). The reason this service is less expensive is because a lot of the work will be based on the work from the initial engagement.

Warrant of Fitness
$500 incl GST

The Warrant of Fitness service is suitable if your circumstances haven't changed substantially; you're prepared to send an email documenting the major changes in your circumstances and objectives since the last review; and you're happy with an email documenting my advice and the reasons/risks associated with the advice (rather than a fully updated report). 

Full Review
$1,000 incl GST

This service is suitable if you want a full-blown review and you want Fairhaven Wealth to manage the review process from start-to-finish. This review will require at least one, if not more, detailed conversations. The advice will be documented in a fully updated report.

* In the continuing spirit of candour and transparency: with respect to these services there is a presumption of good faith by both parties. If the task at hand will take substantially less time than expected, we may charge lower than this fee. If the scope of the review service is substantially larger than what constitutes a "normal" review, we will discuss this with you as soon as this is identified. The cost of this service may increase over time as I better calibrate the time and scope of these tasks.

** If I've committed to a lower price for your first review, my earlier offer will stand.

Contact us

Call us on 03 421 5764, email Sonnie, or schedule a time to chat below.