Next Steps

To organise a consultation please call our office on (02) 9966 4388 or via our contact page.

Process

• Meet with us and discuss your financial situation and want you want to achieve
• Once we have gathered the detailed information, we build a solution that will achieve your financial goals
• We will then present and implement our agreed strategy
• We will regularly review your financial goals and adjust the strategy to ensure it remains relevant

Fees

At Cube Private Wealth we believe in a transparent fee structure. Before appointing us as your financial advisers we prepare a detailed quote for the work required in your particular circumstances so that you are fully aware of our fees prior to proceeding.