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Free initial consultation

I do not charge for the first consultation where we discuss your situation and see if there is any value I can add

I can do any of the following:

  • Help you with your overall financial planning.
  •  Look at your current investments and let you know if you need to do anything in the light of the current financial markets.
  • Check that you and your family won’t face financial ruin should you become ill.

Retrenchment

Many people are facing retrenchment and I help you unpack your financial options and help you make the right call.

We are living in challenging times.  Having a fresh set of experienced eyes can help you get on top of the financial challenges that you are facing.

Book your slot and contact me via:

I run the sessions using Zoom