Your Financial Assessment

A 3-step process showing how you can simplify & improve your financial future.

This short and simple process will also help you to make an informed decision about working with an independent financial planner on an ongoing basis.

  • ✅ Your Financial Life on 1 Page
  • ✅ A Financial Progress Report
  • ✅ A 1 Page Action Plan
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How It Works

1. Request a Call

A short phone call will give us both a chance to make sure your situation matches our expertise.

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2. Family Meeting

It's important for us to understand your situation before making any recommendations.

The next step is meeting with our team (in-person or virtually). During this 90 minute meeting, we will get crystal clear on your family goals, needs, and concerns.

3. Review Assessment

With your Financial Assessment complete, we will have another meeting to review our findings and recommendations.

In plain English, we will explain exactly what you can do to improve your financial plan, lower taxes, protect your assets, and optimise your investments.

What You'll Get

We'll provide clarity on your current situation by providing you with 3 documents.

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Request A Call

Choose a convenient time below and we'll give you a call to find out more about your needs.