Two Complimentary Consultations

If you choose not to proceed beyond your two complimentary consultations and you choose not to instruct us to provide an advice document (eg financial plan) for you, then there will be no fee payable!

If, at the end of your second complimentary consultation (strategy meeting), you do not believe you will be better off by receiving our advice, then we will not charge you a cent for the work we have done to that point.  We will simply go our separate ways.