It starts by getting to know more about you, such as what life stage you’re at and what you’d like to achieve. Completing our Discovery questionnaire is your first step to building a stronger financial future for yourself and your family.

This simple, no cost, obligation free form gives us a snapshot of where you’re at now and encourages you to consider where you might need advice. A crucial part of financial planning is understanding your cash flow, so we’ve included an expenses calculator to help you work out how and where you’re spending money.

After receiving your Discovery form, I’ll do some homework getting ready for our first appointment, which I’ll be in touch to set. From there, we can look at the type of advice that’s best for you.