Frequently Asked Questions
All You Need To Know
What do you charge/what is your hourly rate?
We do not charge an hourly rate to meet with you. If you land up taking advantage of the products that will put you in a better position financially, the company we select to best suit your needs compensates us for our time
How long will our meeting take?
Our initial consultation will typically take between 45 minutes to an hour. During this time we will address your financial concerns, assess your goals and answer any questions you have.
After collecting some information from you, we will book a second get together a few days to a week later, during that week we will look at products and strategies to help you reach all your financial goals.
What information do you require?
This varies depending on the situation. If we are looking at personal/family solutions we will need typical financial information pertaining to your personal financial situation such as debts, income, budget, insurance, savings, investments etc. If we are working on solutions for your business it can range from employee data, to revenues, buy sell/shareholder agreements, insurance policies etc.