Scheduling an Appointment
If you wish to seek professional guidance, you need to schedule an appointment with our Certified Financial PlannerCM. Call on 022 – 4002 4043 or send email with details of your name, email, mobile, telephone contact and preferred time to
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. Kindly obtain your Life Profiler - A personal data analysis tool and pre-meeting brief, which we will be sending you by mail.
The pre-meeting brief shall inform you on the documents and other relevant material that you will need to collate and the Life Profiler will give us an understanding of your current situation and circumstances. This is done so that the discussion is fruitful. The venue for the meeting will be our office. The duration of this appointment shall be 1 hour.
The appointment agenda will only include the following;
- An analysis of your current situation, identification of the areas that need rectification and highlight popular mistakes made within the service of your interest.
- Providing you with a reality picture of what to expect if you continue with your current style and strategy.
- Explanation of how your Financial Plan will work.
- Guidelines on what you must do going forward.
