After you book a consultation we will email you our intro pack which includes a comprehensive questionnaire.  The more information you complete in this the better background we get and the faster we can get down to the nitty gritty of your individual needs.   Our consultations are held at our offices in Graham Street

in Auckland City.  We do have a number of clients based around NZ and internationally so can do phone consultations.

 

 

A consultation is an hour.  We find most of our clients will get a good outline of what they need to do within this time.  Some may want to come and see us again shortly after to ensure they stay on track.  Just like we regularly get a warrant of fitness for our car and see the doctor to check on our physical health – we recommend that you do a financial check up to ensure you are on track annually.

 

 

This very much depends on your personal situation and the outcomes you wish to achieve.  Each consultation is different, however we will always check that you have the correct foundations as its often the basics that people miss.  Our experience is broad.  Have a look at the video on our home page for more information.

 

 

Our skills are about identifying what each individual is wanting to achieve and giving them some direction and clarity about how to achieve it.  We are not miracle workers and you will need to do some work – however we have had a lot of success with our clients over the years.

 

 

Over the years we have been in the industry we have seen pretty much any type of person and situation you can imagine.  From people in debt to those with large investment portfolios and just about everything in between. 

 

 

In addition to our services including our consultations, speaking & education services and UK pension transfers we have an extension network of contacts.  If you need a referral for anything in the financial arena we should be able to help you.