Initial financial consultation

We know that working with a financial planner can be a big decision, so we’ll go first. We offer an initial financial consultation, which works out where you are today, where you want to be and then creates a high-level plan to get you there.

We’ll provide you with some practical steps you can take to improve your finances. By the end, you’ll have everything you need to see if we’re a good fit.

What will we discuss?

As part of your initial financial consultation, we will:

   >   Help you understand your current financial position

   >   Create a forecast for your finances into the future

   >   Offer useful suggestions for how to improve your finances

   >   Discuss how we can help you with your financial planning

There’s no cost and no small print – just an opportunity to get to know one another and see if we’re a good fit.

Book your initial consultation

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!


Contact us

Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.