How We Help
We begin with a first appointment that is on us. We understand that most people don't have the time to stay on top of all the financial strategies, financial products and markets. For this reason most people don't know what they could be doing better. Most could also be painlessly saving more money or paying less tax. Its also a risk free way for you to meet us and check us out.
In our first appointment we have a confidential chat about your current circumstances and what you want to achieve. We can get a feel for where you are now and where you want to be. We will discuss some ideas and concepts with you, what advice we can provide and what it will cost. It doesnt matter if you want to pay off your mortgage faster or invest tax effectively for your retirement, we can probably help you do it better.
Most of our clients are busy middle and higher income earners, the self employed and retirees. Not surprisingly, these are the groups where we can add the most value. If you fit into one of these groups or aspire to, please contact us below for your first appointment.