…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.

What you get from us

Confidence that we’ve reviewed your information in advance, so our discussion can focus on what matters most to you, including:

  • Confirmation we can help.

  • An in-depth conversation about your goals and how our advice can support them.

  • Transparency around the fees involved, so you know exactly what to expect.