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Discovery Chat
Free15 minutes · No obligation
A quick conversation to explore how we can help you achieve your financial goals.
Strategy Session
Popular90 minutes · Comprehensive
In-depth financial review with personalized strategies and actionable recommendations.
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Why Choose Us
Trusted financial advice you can rely on
When you book with What If Advice, you're choosing a team committed to your financial success.
Licensed & Experienced
ASIC-licensed advisers with decades of combined experience in financial planning and wealth management.
Tailored Strategies
Personalized financial plans designed around your unique goals, risk tolerance, and life stage.
Client-Centric Approach
We prioritize relationships over transactions, ensuring you receive dedicated attention and ongoing support.
Simple Process
What to expect when you book
We've made the booking process simple and straightforward so you can focus on what matters most — your financial future.
Choose Your Session
Select a free 15-minute discovery chat or book a comprehensive $500 strategy session.
Schedule a Time
Pick a convenient time slot that works for you. We offer flexible scheduling including virtual meetings.
Prepare Your Questions
Think about your financial goals, concerns, and what you'd like to achieve. We'll guide you through the rest.
Meet Your Adviser
Connect with one of our expert advisers who will listen, understand, and provide clear guidance tailored to you.
Ready to transform your financial future?
Our team of ASIC-licensed advisers is ready to help you create a personalized financial strategy. Book your free consultation today.