Bring your financial future to life
Book a 45 minute 360º discovery meeting with Sara Millard to bring your financial future to life in this high-value ‘get to know you’ meeting. Our job together is to walk you through the first two steps of the financial planning process:
- Identifying your goals - Your short and long term financial and non-financial goals are the foundation of your plan.
- Assessing your financial situation - We take the time to leave no stone unturned. We’ll make sure we understand your full financial situation.
Depending on your situation, we may start to discuss possible strategies and options that can help you reach your goals sooner and with greater certainty.
Call us on 07 4032 5200 to request an out of hours appointment if the available times do not suit you.