We’d love to hear how we can help

20mins

A call to say hello and ask any burning questions you may have. We can provide any education and information you need to assist in your planning and decision making. We can also outline the potential next steps.

40mins

Designed to get to know you, your current situation, goals and what makes you tick, whilst being able to fit in your busy schedule. We will delve into your background, passions, current finances and what you value. We will identify any education and information you need to assist in making decisions.

1 hour

The teams preferred method, meeting you to face to face and spending extra time getting to know you. We will dive into your situation, passions, goals and what you value as well as identifying any knowledge and education pieces you may find useful. You will leave the meeting with a clear roadmap of the process where we proceed to gather information and build the plan/solution specific for you.