Financial Wellness Checkup

Your FREE Financial Wellness Checkup forms the foundation of our relationship with you. This fun interactive one-hour session involves getting to grips with your unique financial wants and needs so that we can suggest a customised plan going forwards.

This Financial Wellness Checkup is repeated FREE of charge every 12 months so that we can make any necessary changes while also keeping you fully up-to-date with how your money is working for you.

At the end of the day, our aim is to empower you with the knowledge and tools to maximise your financial health. We don’t throw confusing terminology across the desk or ask you to hand over your financial “power” to us. Instead, we work alongside you to determine what you need to invest so that you are fully covered for every eventuality.