Book a Consultation.

Start with a complimentary, no-obligation 15-minute Intro Phone Call.
We’ll discuss what you’re looking to achieve, answer any initial questions and see whether we’re the right fit.
From there, we’ll guide you to the appropriate next step, person or service.

Your 90-minute Initial Consultation is a more detailed discussion about your circumstances, priorities and advice needs.
This consultation is billable and includes access to the Client Portal ↗

Please use your Client Portal ↗
Once logged in, select 'Adviser' by clicking the advisers photos on the top right of the page, then book in a time.
Feel free to contact us if you are unsure which appointment to book.

Appointments can be held in person, by phone or virtually, depending on the booking selected.
If you need to cancel, reschedule or change the meeting format, please give us at least 24 hours' notice and refer to the cancellation policy ↗