Book a Consultation
We know that talking to a Financial Planner about your personal and financial situation can be a bit daunting, particularly if you've never done it before.
We also know that committing to working with a Financial Planner is a big decision, so it's only right that you should have a free no-obligation meeting, to see if we're right for you.
We use the initial consultation firstly to get to know you, understand what it is that you need help with, and for us to explain how we can help you.
By the end of the chat, you’ll have a really good idea of whether we’re a good fit.
As part of your initial financial consultation, we will:
Help you understand your current financial position
Offer useful suggestions for how to improve your finances
Discuss how we can help you with your financial planning
Provide further information about our services & fees
There’s no cost or anything hidden – just an opportunity to
get to know one another and see if we’re a good fit.
To get started, all you need to do is find a date and time that works best for you.
Once booked, you’ll receive an email confirming the meeting. It’s that simple!
Initial consultations are held by Zoom or Microsoft Teams.
We look forward to meeting you.