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Meeting Options
Please select the best option to speak with a Financial Advisor.
20 Minute Chat
Whether you're new here or an existing client, if you would just like to book a quick phone or Zoom meeting, select a day and time that works for you. This is a quick, no-obligation conversation to discuss your financial needs and goals. It's an opportunity to ask questions, learn about our services, and see how we can assist you with your financial planning, all in a relaxed and informal setting.
Discovery Meeting
Book a complementary initial financial planning meeting to discuss your current financial situation, future goals and the financial support you need. During this meeting, we explore areas such as retirement planning, debt management, asset protection or investment strategies, and discuss how we can help you achieve your aspirations with a personalised financial plan tailored to your needs.