BOOK A SESSION

Let’s start YOUR journey with a great conversation.

DISCOVERY SESSION

PLEASE ALLOW 90 – 120 MINUTES

This is the session where we will get to know you, your goals, and your aspirations in life, noting how these influence your financial decisions.

During the call, we will help you

 

  • Create and prioritise your goals
  • Align your goals with your values and your money
  • Build plans to achieve your goals
  • Track your progress towards your goals
  • Assemble your Money Team and allocate roles

After the call, we will help you

 

  • Explore the options for how you can work with us (if we’re a good fit for your Money Team)
  • Explain our options for how we can work with your other Money Team members (e.g. Financial Adviser, Accountant, Solicitor, Mortgage Broker etc.)
  • Explain how you can Do It Yourself (if this is your preference)

FINANCIAL PLANNING SESSION

PLEASE ALLOW 90 – 120 MINUTES

This is where we will go into a more comprehensive discussion about your current financial situation and how it ties to your goals and aspirations. Booking a Discovery Session is essential.

During the call, we will

 

  • Provide you with an overview of your current situation
  • Educate you on the areas that we can assist you with
  • Present an initial strategy proposal based on your needs
  • Explain how your current situation, how the proposed strategies, and how our services will help you achieve your goals

After the call, you are expected to

 

  • Gain clarity over your current financial situation
  • Understand what you can contribute to improving your financial situation
  • Understand our role in improving your financial situation
  • Gain insights on the next steps to be undertaken on your journey

ONGOING SUPPORT SESSION

PLEASE ALLOW 90 – 120 MINUTES

This is the session where we will get to know you, your goals, and your aspirations in life, noting how these influence your financial decisions.

We are there for you to contact whenever the need for advice arises. We also provide regular reviews to ensure that your plan stays on track.

This session is available for existing clients.

make work optional

simplicity today. clarity tomorrow.