One thing we’ve learnt over the last 10 years is that everyone is different. Some people want to jump straight in and get started. Others want to have a quick call and ask a few questions before hand.
Option 1
Start The Discovery Process
If you can’t wait to start working on your financial plan, then you can start the discovery process online and begin building an Asset-Map.
After completion of the questionnaire, you’ll be prompted to a book a free call with David to have a ensure we are a good fit before you book in for a 90 minute expert session
Option 2
Book in the 15min Call
There is a good chance if your reading this, you’re unsure if a Financial Advisor can help you.
If you want to have a quick chat first before going down the rabbit hole, then your welcome to book a 15-minute call with David. Following the call, you will know whether booking in for the 90min Expert Session is right for you