1 - Review Meeting Choices
Existing Client - Presentation of Recommendations (Face to Face) (1.5 hours)1 hour 30 minutes
Presentation of recommendations?
Up to 90 Minutes in our offices.
Existing Client - Presentation of Recommendations (Zoom) (1.5 hours)1 hour 30 minutes
Presentation of recommendations?
Up to 90 Minutes in our offices.- Existing Client - Progress Meeting (Face to Face) (1 hour)
1 hour
Time to review your plans?
Up to 60 Minutes in our offices. - Existing Client - Progress Meeting (Zoom) (1 hour)
1 hour
Time to review your plans?
Up to 60 Minutes over the phone 
Existing Client - Progress Meeting (Telephone) (1 hour)1 hour
Time to review your plans?
Up to 60 Minutes over the phone
2 - New Client Meeting Choices
Initial Client Meeting (Face to face) (Up to 45 Minutes)45 minutes
New to LifeTime Financial Group? Choose me if you would like to meet at our offices.
And if you have a partner, please bring them along.
Initial Client Meeting (Via Zoom) (Up to 45 Minutes)45 minutes
New to LifeTime Financial Group? Choose me if you would like to meet virtually over Zoom.
And, if you have a partner, please invite them along.
Initial Client Meeting (Telephone ) (Up to 45 Minutes)45 minutes
New to LifeTime Financial Group? Choose me if you would like to discuss and meet via telephone.
And, if you have a partner, please also invite them.
3 - Outside Regular Review Meeting Request
Adviser Call Back (30 Minutes) - Phone30 minutes
Want to have an adviser call you?
Enter your details and select a time that suits you.- Adviser Call Back (15 Minutes) - Phone
15 minutes
Want to have an adviser call you for a short consult (approximately 15 minutes)?
Enter your details and select a time that suits you.
If your matter is urgent or if you cannot find a time that suits you. Please feel free to give us a call on 03 95967733 .
Your email and mobile details are used to send confirmation and reminder notifications for your scheduled appointment.