New to Roe Financial? Choose me.
Please note a consultation fee of $285 is payable for this meeting, on the day.

(up to 90 Mins)

Not sure if you need a Discovery Meeting?
Once booked a team member will call you back for a chat to see if our services can assist you.

How are you tracking toward your goals?

Use this meeting type if you are an existing client of Roe Financial.
Up to 60 Mins, can be via Phone/Zoom, or in the office.

This meeting is for existing clients, if you're new to ROE Financial, please choose a Discovery Meeting.

In this meeting we'll review where you are and how you are tracking towards your financial goals, and discuss any obstacles which may have developed since our last meeting. If required, we'll adjust your strategy to navigate around those obstacles so you can stay on course.