Our initial meeting is a chance to get to know each other, to understand what is important to you and to see if we can add value through our advice and services. There is no cost to you for this meeting, and while we certainly hope we can work together, there will be no pressure or obligation for you to engage our services.
Before We Meet
Prior to our first meeting, we ask that each person attending our meeting gather their thoughts, log into this form separately and submit separately.
Please note: As we do not store your information on our website, you are not able to save your answers as you go. You may like to print the form, so that you can familiarise yourself with the questions and give some thought to them prior to completing them.