Certainly, please either book directly via our Facebook page or contact us and advise a date & time that is convenient for you, and we shall confirm availability as soon as possible. Please note that while our typical appointment hours are between 9am-6pm Mon-Fri, evening and weekend bookings are available with prior notice.
As a holistic financial planning service we provide a variety of solutions for individuals and businesses including: Tax-Efficient Investments; Retirement Planning; Education Planning; Wealth Protection; Wealth Management; Discretionary Portfolio Service; Life Cover; Health Insurance; Tax Planning; Succession Planning; Will Writing; and Mortgages.
We do offer other services as well, so please let us know what you are seeking and we can determine how we are best placed to assist.
Every individual and business is unique and deserving of a tailored plan to determine how we can help. As such we will provide you with FREE financial advice, crafting a tailored strategy where the cost is borne by us. It is only by executing the strategy that fees emerge, which depend on the services and/or investments that are ultimately chosen. Some services such as will writing will incur one-off fees however having a conversation with a will writer for advice incurs no charge at all.