This is a complimentary 1 hour consultation to kick start your financial planning journey. During the meeting we will look at your current financial situation, financial goals, and values. Once we understand this, we will identify any gaps, challenges and possible options. We will also outline where we can add value and what action you need to take.
While this meeting is not design to provide all of the solutions for your financial goals, at the end of this meeting you should have more clarity on what you are trying to achieve and any gap that you need to address.
Please note that any information discussed during the meeting will be kept confidential.
Please feel free to contact us. We will get back to you with 1-2 business days. Or just call us now