Legacy Discovery Session
90 minutes. One quiet conversation.
A private strategy session to understand your family, your assets, your concerns and what a complete Legacy Blueprint would look like for you.
Investment
$495 – $995
Credited in full toward your engagement should you proceed.
- Held in-person (Sydney / Melbourne) or via secure video
- Private, confidential and discreet
- Includes a written summary and recommendation
- No obligation to proceed