Let’s be honest; employing a new professional adviser can be fairly daunting, and that includes hiring a new financial planner or wealth manager.
For this reason we are big fans of hosting what we call an initial discovery meeting, always held at our expense.
This meeting will typically involve no paperwork whatsoever, and will instead see us spend a good hour+ just talking, and we mean just talking.
By the end of our discovery meeting we’ll understand a little more about you, and you about us. You’ll understand how we work, our processes, the likely fees, and why households choose to engage in our services.
No selling, no products, no commitment. Then, if we both like each other and want to move an advisory relationship forward we can do so.
If you want to talk please register your details below.