The purpose of this meeting is to pull back to explore your situation and your goals from ‘a fifty thousand foot view’. This strategic perspective brings you clarity and direction which means you’ll feel confident you can make some real progress towards your goals.
After we get clarity and direction about your situation and where you are heading, the first phase is for you to develop a strong plan that we call it 'Greatest Probability Strategy'. This is the smartest and safest strategy that gets you things you want, sooner.
We meet you every 120 days. The plan is that you should leave every meeting feeling an overwhelming sense of confidence that you are making smart choices about your money and that you’re on track to your goals.
To arrange a consultation either call or use the form on the left.
Ground Floor, 35 Cotham Road, Kew, Vic, 3101
Monday - Friday: 9am - 5pm
By appointment only.