Our Services & Booking
We offer a limited number of free, no obligation discovery calls each week, for new clients to decide whether our support is right for them.
Our full service for clients begins with a consultation to establish 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.
Free Personal Finance Discovery Call
A brief, complimentary, no obligation call for you to tell us where you are seeking support, and find out how our services might be useful.
If you think we’re the right fit and can help, you are welcome to book an introductory consultation. If not, no problem, and we’d be delighted to see you again if you think we can help you in the future.
Appointment Length: 10 mins
Personal Finance Consultation
An opportunity to unpack your current personal financial circumstances, get 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, empowering you to take your next step independently, or continue working with us for further support.
Appointment Length: 50 mins
Property Purchase Consultation
Looking to buy your first home, move to your forever home, or let a rental property? You might wonder:
How do I deal with difficult estate agents?
Is the seller’s asking price reasonable?
Can I afford the mortgage at current rates?
Do I actually need a mortgage broker?
What steps are involved in the process?
What taxes and fees might I need to pay, and where could I make savings?
Where to start with no prior knowledge
If this is you, look no further. We have years of experience dealing with all of this and more. You’ll receive a digital copy of your property consultation notes with answers to all of your questions.
Appointment Length: 45 mins
