When this happens, it’s best to outsource to an expert that specialises in giving you the tools and resources needed so that you can stop worrying about money.
There are a variety of ways to partner with us in finding the answers but the most common way to meet with us is in a Discovery Session where we can discuss the money challenges you face.
In this meeting we’ll cover what your ultimate future looks like and also what your current financial reality looks like. We’ll discuss many areas of your financial life, answer as many questions as you’d like to ask and provide you with some guiding information for some possible ways forward.
From here we meet a second time for what we call a Mudmap session. This is a strategy meeting where we give you an informal discussion document that shows roughly what sort of strategies you could be putting in place.
Our third session is where we present our formal recommendations to you and get started putting it all in place.
To make your Discovery Session, click on the icon to book in directly with us or call the office on 1300 376 781.