We offer all new clients a complimentary, no-obligation 1-hour discovery session with one of our financial advisers. In this session, we’ll complete an assessment to determine your needs by working through a series of questions. From here, we’ll recommend a package that will best meet your unique goals and circumstances.

Our crew is based at our office central Wellington and we offer both in-person and virtual consultations. Complete the form below to book a session at a date and time that works for you.