Our Services & Booking
Our service for all clients begins with an introductory consultation to establish your current circumstances, specific support requirements, and unanswered questions.
A quick consultation may be enough to equip you with all of the answers and information you need. For those who need continued support, we will be there each step of the way.
Personal Finance Consultation - Introduction
An opportunity to unpack your current personal financial circumstances, provide answers and explanations to your initial questions, establish your priorities, and prepare you to take the right next step.
From methods to help you track and plan your finances, to understanding a particular product or tax, or even gaining reassurance that you are on track with your goals, we are here for you.
You’ll receive a digital copy of your consultation notes and detailed answers to your questions, which will empower you to take your next steps independently, or continue working with us for further support.
Appointment Length: 50 mins
Personal Finance Consultation - Follow Up
An opportunity to either:
Build on an introductory session, diving deeper into a specific personal finance query, or;
Discuss a bespoke output in more detail, and receive additional support from us.
You’ll receive a digital copy of your follow-up consultation notes, giving you additional clarity on matters discussed during the session.
Appointment Length: 45 mins
Bespoke Personal Finance Output
In some instances, you may require a specific output to support you with planning and decision making.
This could, for example, be a personalised document about a specific personal finance issue or product, or even a scenario analysis to illustrate the financial impact of a life event or life decision on you.
Outputs of this nature will vary significantly depending on requirements, and are quoted upon request following an introductory consultation.
