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One-Hour introductory Zoom Meeting with an advice-only financial planner.

Experience the benefits of expert financial advice with a one-hour Zoom meeting with our advice-only financial planner. This consultation is designed to cater to your unique financial queries and provide you with relevant information and advice.


During the meeting, we'll take the time to understand your specific needs, explain how we can meet those needs, and suggest the next steps to take. 


We understand your time is valuable, which is why we offer flexible scheduling options for your convenience. Once you place your order, we'll reach out to you within two business days to schedule a meeting that suits your schedule. What's even better? We're offering a 50% discount off our standard hourly rate for this one-hour Zoom meeting.


If you're ready to take control of your finances and receive expert guidance and support, order your one-hour Zoom meeting today. We can't wait to help you achieve your goals.

Introductory Call

  • We require 100% of the fee to be submitted when the order is placed before we start work.


    Our fees need to be paid in total in advance before receipt of services as protection against non-payment, to cover our out-of-pocket costs for supplying your open source materials and providing planning community access at the beginning of our programme (services that, once given, can't be returned), and to secure sufficient time allocations for the year ahead (as with most subscription-based services such as mobile phones or insurance). With fast track, most of the service is delivered at the programme's start. Thank you.

  • For further information, please refer to our latest terms and conditions.

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