First Consultation at no charge

1 hour

Schedule a no obligation meeting with one the financial planning team. Note this can be scheduled as a phone appointment or virtual online meeting if you would prefer.

Review Appointment

1 hour

Schedule a financial planning review meeting with your financial adviser. Note this can be scheduled as a phone appointment or virtual online meeting if you would prefer.

Complimentary Loan Appointment with Maggie Wan

45 minutes

Looking to take out a mortgage, review an existing mortgage or seeking debt advice book a complimentary appointment with Maggie. Note this can be scheduled as a phone appointment if you would prefer.

myMoneyPT consultation

45 minutes

Do you want to start a savings plan but don't know how? Track your spending and save with your own Money Personal Trainer. Note this can be scheduled as a phone appointment or virtual online meeting if you would prefer.