…let’s get ready to roll!

Setting course - our first call

• Welcome and Purpose - 2 Min

  • Setting expectations and outlining what we hope to achieve in our discussion.

• Understanding Your Financial Landscape - 5 Min

  • A high-level snapshot of your income, assets, and financial structures.

• Exploring Financial Priorities - 5 Min

  • Exploring your key goals — from retirement and investing to lifestyle, family support and beyond.

• Overview of Our Approach - 5 Mins

  • A quick look at how we work and where we can add value.

• Next steps and Q&A - 3 Min

  • Answering your questions and setting the course ahead.

What we need from you

Thank you for completing the short-form fact find, we will review this before our call. You don’t need to prepare anything else, but it may be helpful to have thought about and written down:

• The key reasons you are seeking advice.

• A list of questions you may have regarding general or specific matters.

• A general overview of your current spending and savings levels.

This helps us make the most of your time and ensure the conversation is focused and meaningful.