Your Guide To Financial Freedom
Most of us do not have the knowledge, expertise or time to manage our own finances. In this alien environment, it can get stressful and confusing.
A financial advisor can help clarify your financial goals and expectations giving you the confidence to make decisions. Your advisor will keep you prepared for the expected as well as the unexpected.
What Does This Involve?
A comprehensive review of your existing finances and plans
A discussion to help you clarify your financial goals and objectives
Help you work out what your key financial goals are and if they are realistic and affordable
What Will You Get Out Of Each Session?
A comprehensive financial review after the first meeting outlining your financial goals and how to achieve them.
Recommendations as to how to achieve your goals
The opportunity for follow up sessions to make sure you remain on track to achieve your financial goals
What Are The Requirements?
Be ready and stay in the moment
Review your existing plans and have the information ready
Feel comfortable and ready to discuss your finances and current employment situation
Initial free 15 minute online Call
45 minute in depth about your personal / financial situation
Subsequent 45 minute discussion covering goals and plans
Ongoing regular calls and follow up as required