Getting to know you
Our initial meeting is a no cost, no obligation appointment, which is a great opportunity to get to know each other. It involves a couple of hours to reveal who you are and what you value. We will explore how you have reached this stage of life and most importantly delve into the WHY. We value the process of forming a trusting relationship, so we like to take the time and energy to build a plan together and ensure you develop an accurate understanding and insight into the industry, without any vague responses. At this initial meeting, we aim to provide detailed advice without the charges to provide an insight into what you can expect from our services. We back ourselves 100% on what we deliver, each and every day.