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Book a 15 minute discovery call

Understanding your reasons for seeking advice and how we can help you is very important.
Our 15 minute discovery call breaks the ice to uncover your 'why' and 'reason' for seeking advice.
If it makes sense, we’ll then book you in for a deeper, complimentary one-on-one discovery session.

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    Uncovering your Why and Reason

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    15 minutes 1-on-1

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    No obligation

Financial Strategists

Meet your future team

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Catherine  James

Director + Financial Strategist

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Melissa Miller

Financial Strategist

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Christie Pond

Paraplanner

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Alicia Adamcewicz

Office Manager

Meet the whole team

See what our customers say  

In safe hands

Review Author

Adam Pearce

@apearce

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Review Author

James Hillier

@j_hillier

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Review Author

Sally Robson

@s_robson1

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Common Questions

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