Q. How much does the initial consultation cost and what takes place?
The initial consultation is on the house and entirely obligation free. We only ask that you commit to a time and be fully present when we do meet.
It’s all about getting to know each other, learning about you, your family, your goals and wishes for the future. It’s also about gauging whether or not we’d be a good fit for each other over the long-term.
We appreciate that taking the next step is not always a given, and that’s OK. That’s what the first meeting (initial consultation) is for. And that’s why it’s on us.
Q. How will I know if I’m a good fit or not?
We could be a good fit if:
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You’re open and willing to receive advice that will help you take control, get organised and deliver results you could not get on your own.
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You understand that getting professional advice and support is an investment you’re prepared to make in yourself and your future
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You’re open-minded and have a ‘what’s possible’ attitude. Because we’re firm believers that the right attitude and sound choices go hand in hand for financial success.
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You’re willing to learn and implement the tools we provide to help you take control of your money and future. Remember, we’re here to empower you to do this.
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The best results happen when we work together over the long-term. If we don’t believe we can help and provide long term benefits, we’ll let you know.
On the other hand, we may NOT be right for you if:
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You’re looking for a get rich quick scheme or a magic ‘fix everything overnight’ pill.
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You want free or cheap advice.
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You’re not prepared to take our advice or actions required to get results.
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You’re not as committed as we are to your long-term success.
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You’re rigidly fixed in your views and unwilling to do anything different.