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WHAT WE DO
View All Services.
At Wealth DiversiFined
Book Online: Bookings
Our Services
15 min
1 hr
From 175 US dollars
15 min
250 US dollars
45 min
30 min
350 US dollars
15 min
120 US dollars
15 min
149 US dollars
30 min
15 min
650 US dollars
45 min
From $1,999/month
30 min
Free Consultation20 min
How to get started with Wealth Diversifined
Two easy ways to begin, whether you know exactly what you need or would like some guidance first.
01
Choose your service
Book and pay for a fixed-price package online, or book a free consultation if you'd like help choosing.
02
Complete your intake
You'll receive a short online form by email. Most clients finish it in 10 to 15 minutes, and there's nothing to upload at checkout.
03
Share documents securely
Upload documents through our secure, encrypted portal. Tax documents go through Intuit Link. Never by email.
04
Meet your dedicated advisor
Work directly with Marissa Whaul, ACCA, GDL, MSc, from onboarding to results, online or in person.
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