Get friendly advice and a plan for your money

Of course you can! It’s really important that you feel comfortable and understand all the ways we can help you with your money plans. In fact, we give everyone one free session – think of it like a chemistry check, to make sure you get on, get some initial tips and make sure the service is right for you.

We're for anyone who wants to make more of your money and feel on top of your finances.

Here are just a few of the reasons we hear most often from clients:

• “I want help buying my first property.”
• “I’ve got kids on the way and I want to make sure my finances are in order.”
• "I want to make sure I've got a plan for my kids' education."
• “I’ve got several big goals in mind and I want to check I’m saving for them all in the best way.”
• “I’m thinking ahead to retirement and want to make sure I’m going to have enough"

Your first session will last around 30-45 minutes.

First, we'll ask you a bit about your current circumstances and any money goals you have in mind. If you don’t have any goals, that's okay – we can help you come up with some that are important to you.

Then, once we know a bit about you, we'll suggest which areas of your finances most need attention, and highlight the opportunities and challenges in front of you. These will be general tips and tricks, as we'll only be sharing our initial thoughts.

Finally, we'll explain our planning service, where we can build a custom money plan for your goals, and you can decide whether it’s right for you.

All of our sessions are held via Zoom. A link to the Zoom meeting will be included in the calendar invitation which is sent to you after confirm your booking above.

Yes! If your partner would like to join the session, they are more than welcome to do so. In fact, we encourage it! We'll view your finances as a whole, and there’s no additional cost for including your partner in your money plan, if you choose to sign up to get a plan.

Yes! The privacy and security of our customers’ data is our top priority, and we would never share any personal information about you with any third party (including your employer) without your express permission.