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Book your free
15-minute call
No prepration required
Discuss your situation
I'll determine if I can assist
Most likely proceed to next step
If I can't assist I'll say so and refer elsewhere if possible
45-minute Deep Dive
(partners required)
You provide summary financials in advance
We discuss your goals
I'll present how it could work
We get a feel for each other
I'll show you benefits and cost
"Yes please!"
 
No charge for the deep dive meeting.
Advice cost will depend on the advice scope agreed in advance.
This is where it happens - info gathering, developing strategies, implementing the advice, reviewing, updating the plan as required. 
"Thanks,
but no thanks"
No problem
I'll invoice you $330 incl. GST
Although not proceeding with advice or not ready to just yet, most people have had their eyes opened and find this session extremely useful!
 
To be clear, if you would like to work together there is no charge for the 45-minute Deep Dive session.
 
If you don't wish to proceed or aren't ready, the most you are up for is $330 incl. GST. But it's not dead money as the few people who don't proceed are happy that they have received value for money!
Still on the fence?
That's ok.
But now that you've started looking, keep the momentum going!
Why not sign up for the Launchpad Newsletter to see what it's like to work with me.
You can unsubscribe at any time.
And don't forget to grab your FREE copy of "7 Mistakes Every Professional Should Avoid" below.
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"7 Money Mistakes Every PROFESSIONAL
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FAQs
What does it cost?
It depends how much you have going on and how often you wish to meet each year.
 
Rest assured, I have a legal and ethical duty to act in your best interests. If I can't make you better off, we won't work together. I have turned people away in the past for this reason. It's best for everyone.  
 
I usually operate on a retainer basis that you optin to each year. There is also an initial advice fee or developing your plan.  
 
I charge flat fees (not a percentage of assets fee). I will also receive commissions for insurance policies (which will be fully disclosed).
Should my partner be involved?
Definitely. Even if you are the main breadwinner, most decisions you make will have an affect on your partner.
I don't need all of the things you mention, I just want help with x.
That's fine. We can scope things in and out. 
What kickbacks are you getting from my investments?
Nothing. Kickbacks from super/investment products are now illegal. Therefore, there is no incentive for me to recommend a particular fund/investment. I have clients in industry funds, retail funds, it all depends on what is right for you.
 
I will receive commissions on insurance policies.
Do you advise on crypto?
No. I am not licensed to.
How do you know you can help me?
I won't know until we meet. But I will be able to tell you quite quickly. And if I can't help you, I'll say so and we won't work together. Simple.
If you have any other questions please book in a call or email me.
General Advice Disclaimer
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs.
 
You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Structure
MoneyRocket Financial Services Pty Ltd (ABN 34 640 911 182) is Corporate Authorised Representative 1293649 of GPS Wealth Ltd (Australian Financial Service License 254 544).
 
Mark Kruger is Sub Authorised Representative 1270772 of GPS Wealth Ltd.
GPS Wealth Ltd
  • Level 15, 115 Pitt St, Sydney
  • 02 8074 8599
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