Looking after your personal finances

When it comes to your personal finances, our focus at ATM Financial Consultants is to support you in meeting your goals and creating financial success.

Financial Health Check

The starting point in that journey is an initial consultation that is your financial health check.

  • How good is your financial Health?
  • Are you on track to achieve your short- and long-term goals?
  • Are you prepared for unforeseen events that may throw your plans off track?
Financial Planning

All your personal financial needs are covered

Through a combination or our expertise and a range of strategic partnerships we can help with all your personal financial needs.

Options to suits your situation

You can choose from three levels for your Financial Health Check starting at $250. Please see below for a detailed description of each.

Convenience

Consultations can be done at our office or via an online face to face meeting.

Next Steps

For further information, please contact our office on 03 9800 3433

One off consultation
$250

Suitable if:

You have a specific issue to address. Maybe, you want to understand the financial implications or your plans before you make a decision.

Includes:

A consultation with one of our specialist advisers.

Relevant General Advice and the Factual Information you need to make an informed decision.

Financial Health Overview
$500

Suitable if:

You are generally comfortable with your overall financial health, but you want to make sure you are not missing something.

You want an idea of the areas you should be addressing to improve your financial health and would like some guidance on how to do that.

Includes:

A questionnaire for you to fill out before the consultation.

A consultation with one of our specialist advisers that will identify what areas you may need to address.

An Action list for you.

An introduction to the right professionals if required.

Comprehensive Financial Health Check
$1,250

Suitable if:

You want to make sure you are on the right track financially.

You want to make sure you have everything covered and you are not missing something.

You want help to develop a plan to address the areas you need to improve your financial health.

Includes:

A questionnaire for you to fill out before the consultation.

A report on the areas of your personal finances that you need to address.

A workshop of the Report with one of our specialist advisers.

A plan of action to implement strategies to improve your personal financial position over time.

ATM Consultants is a CPA practice
Class
Class Client View Login
sage handisoft
Class Portal Login