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 Exploration 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 your Exploration Meeting you’ll understand a little more about us, and we about you. 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’re both in agreement, we can move ahead with a trusted professional relationship.
If you would like to take the next steps, please register your details below.