Who We Are

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You’re All Booked – I’m Looking Forward to Meeting You

Thanks for booking your meeting – and I’m looking forward to our conversation.

If you’ve found your way here, it means your appointment is confirmed and in the diary. Below you’ll find a short video from me, sharing a bit about why we set up the business and what we stand for.

Look out for an email with the meeting link, and with a prompt for you to share any information that may be helpful before we meet.

What to expect from our chat?

  • It’s informal – a conversation, not an interrogation.
  • We’ll talk about what’s important to you – not just financially, but personally too.
  • There’s no jargon, no judgement, and no pressure.

 

Whether you’re just starting to get your financial ducks in a row, or you’ve been planning for years and want to double-check you’re on the right path – we’re here to help you make sense of things and feel more confident about the future.

If you have any questions before we meet, just drop us a line. Otherwise, I look forward to seeing you soon!

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