You’re booked.

Thank you for scheduling your 30-minute Financial Clarity Discussion.

Before we speak - To make the most of the session, please:

• Be somewhere private and free of interruptions
• Have one clear question or decision in mind
• Be ready to briefly outline your current position

This is an introductory discussion to assess direction and fit.

We won’t provide detailed financial modelling, portfolio construction, or written advice at this stage.

If we’re not the right fit, we’ll say so.

We look forward to speaking with you.