Become a client

To commence the first step in the Financial Planning Process please Contact Us via telephone or email and we will provide you with the a brief questionnaire. Completing and returning the questionnaire prior to your initial consultation ensures you will derive the most value from the appointment.

Initial Consultation “Discovery Meeting”

During your initial consultation or “discovery meeting” we seek to understand your financial life goals and objectives and the probability of achieving them. During this meeting we discuss the range of strategies and options relevant to you and at the end of the meeting we will also be in a position to provide a clear indication of what costs are likely to be incurred to provide you a specific personal recommendation.