Your initial ‘Discovery Meeting’ allows us to get to know you and your situation, your goals and objectives and any specific areas that require attention. You will find out all about Talem Wealth, how we operate, the services we provide, what you can expect from us and the various advice packages we can tailor to suit your needs. We’ll also look at ways to improve your financial position and enhance your lifestyle. Your booking confirms your agreement to receive our email newsletter.

This is a 15 minute phone call for us to introduce ourselves and talk about what your needs are. This sets the scene for a more in-depth meeting, if we decide together it sounds like we can help with what you are looking for.

Your initial ‘Discovery Meeting’ allows us to get to know you and your situation, your goals and objectives and any specific areas that require attention. You will find out all about Talem Wealth, how we operate, the services we provide, what you can expect from us and the various advice packages we can tailor to suit your needs. We’ll also look at ways to improve your financial position and enhance your lifestyle. Your booking confirms your agreement to receive our email newsletter.

Your 'Strategy Meeting’ is an important step towards improving your financial position and enhancing your lifestyle. After taking a deep dive into your current situation and conducting detailed analysis and financial modelling, we meet with you to present the result and explore opportunities and possibilities for optimising your situation and getting you on track to achieving your goals.

In this meeting the rubber really hits the road. We present our detailed recommendations in your own Financial Plan, which is designed specifically for you - showing you exactly how you will improve your financial position and enhance your lifestyle. This is all about taking things to the next level, and setting you up to achieve your goals.

Your 'Strategy Meeting’ is an important step towards improving your financial position and enhancing your lifestyle. After taking a deep dive into your current situation and conducting detailed analysis and financial modelling, we meet with you to present the result and explore opportunities and possibilities for optimising your situation and getting you on track to achieving your goals.

Your 'Progress Meeting’ is an important step in keeping you on track to achieving your goals and objectives and also gives us the opportunity to address any specific areas that require attention. We’ll also look at ways to leverage your progress to optimise your financial position and further enhance your lifestyle.

In this meeting the rubber really hits the road. We present our detailed recommendations in your own Financial Plan, which is designed specifically for you - showing you exactly how you will improve your financial position and enhance your lifestyle. This is all about taking things to the next level, and setting you up to achieve your goals.

Your 'Progress Meeting’ is an important step in keeping you on track to achieving your goals and objectives and also gives us the opportunity to address any specific areas that require attention. We’ll also look at ways to leverage your progress to optimise your financial position and further enhance your lifestyle.

Your opportunity to gain an understanding of (or further insight into) the various requirements and considerations when looking to seek or change an existing lending arrangement. Your booking confirms your agreement to receive our email newsletter.

Your opportunity to gain an understanding of (or further insight into) the various requirements and considerations when looking to seek or change an existing lending arrangement. Your booking confirms your agreement to receive our email newsletter.

Your Financial Coach is available to give you clarity on your situation and how you are progressing. Coaching is all about keeping you on track to achieving your goals and objectives and also gives us the opportunity to address any specific challenges that you are facing in your financial journey.