We are offering 3 different levels of service depending on your needs. We meet together for a consultation and understand your current position and what financial goals you are wanting to achieve. We will then go away and create a personalised plan to fit in with this and leave you to implement the plan.
We are happy to have a consultation via virtual consultation or face to face.
One off plan
The One off plan is suitable for clients who have their finances in good order and are achieving some of what they working towards but could be doing better.
Good for clients who have no debt or are well on their way to paying off their mortgage.
3 months
The 3 month plan is suitable for clients who have a shorter term goal that they are wanting to achieve in the next 3-6 months.
This plan would be good for someone who has a small amount of debt, is wanting to purchase a home in the very near future or someone who needs some short term accountability to improve financial habits.
12 months
Ideal for clients looking to own their first home in the future, repaying higher levels of consumer debt or someone who already owns property and is looking to build stronger wealth and be mortgage free. We will work with you and keep you accountable for 12 months. A 12 month investment will set you up for a strong financial future and help you to build great financial habits.
How we've helped
our clients
