Pre-Engagement Video Call

If you are new to financial planning or not sure what a financial planner can assist you with or looking for a second opinion, you can set up a no obligation video call with us. On the video call we take you through:

• Our excel spreadsheet and calculations

• Financial modules

• Our process and data sheet

• Financial / forecasting models

• Research we do on mutual funds, insurance and other instruments

• Sample financial plans

By investing 30 minutes, you can be sure if we are the right planner for you and if you are getting what you are expecting. Contact us through the form below or call us or email us on the details provided to set up a Demo Video Call.