Book A Free Consult to suit your requirements

Finance Strategy Session (Zoom or Phone)

For those who may have more complex finance requirements.

This no obligation meeting is one-on-one with one of our super experienced Finance Strategists to talk about you and your goals.

Once you have selected a suitable time, we will email you our Kick Off Form which must be completed 2 days before the strategy session

After all, we need a heads up on whether we can get you the results you’re after! 

Duration: 60 minutes : Reserve Time

Let’s talk (Phone)

An informal chat to see what’s what, and whether we are the right fit for you,

You tell us more about you and we can explain more on what we do and how we may be able help.

Duration: 30 minutes : Reserve Time

What is a finance strategy session?

First things first, we have to get to know a little bit more about you……..and no, we won’t be asking what your favourite party trick is or whether you sleep with a stuffed animal!

The first step is to get a good understanding of what you want to achieve (short and long term) as well as to explain more about what we do and answer any questions you may have.

After all, you need to know whether we can actually get you the results you’re after!

You can call us when you’re free or if you prefer, we can arrange to call you either during business hours or once you’ve “knocked off”, whichever suits. Yes, we do appreciate your time is valuable.