We offer a no-obligation, free financial planning appointment for people meeting with us for the first time.
This is a good opportunity for you to find out more about us, and for us to find out more about your goals and plans.
The meeting will usually run for around one hour and you’ll have the chance to ask us all your questions about financial planning.
At the end of the appointment, we can discuss your options – usually we suggest meeting again so we can begin to discuss financial planning strategies that are suitable for you.
This free appointment is a low-pressure, first step that you can take to begin your financial journey.
Call our office on 08 8364 0066 to make a time. If you’re interstate, we can arrange to have a phone or Skype meeting – you don’t have to live in Adelaide to benefit from our advice.
If you’re reading this outside of office hours, you can still call us and leave a message on our voicemail – we’ll call you back the next day. Otherwise, use the contact form below to send us a message. Please make sure you include your contact number in the message to we can call you.
