Free Financial Meeting or Consultation

Your Vision & Our Vision
Our ongoing challenge as financial 'innovators' is to find better and more flexible ways to provide affordable financial plans, regardless of how much income people earn.

We have directed our advertising budget to create these introductory Free Financial Meetings and we invite your contributions to help us push the boundaries of Financial Literacy, all the while getting 'free' value.

What to expect at a Free Financial Meeting. 

• Meetings are 45 mins

• A 'quick' pre-meeting package to collect your basic financial information will be emailed upon receipt of your interest.

• All information you provide is strictly confidential.

• Meeting will focus on giving you a clear picture of where you are financially, asking questions to find out what is most important to you, sharing the value of an effective but easy to use cash-flow, answering your key questions that will help you find the best financial plan for you, and more...

• At the end of the meeting, you will receive a report on the meeting conversation.