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When you contact us our coordinator will talk with you to find out a bit about you and what is happening with your finances.

The coordinator will then match you with an advisor in your area. This  could take a couple of weeks. The coordinator will ring you with the name of your advisor once you have been matched.


How long you work with your advisor is up to you and the advisor. Sometimes all you need is a budget to help get you on track, at other times you need a longer-term plan to work with. Our advisors are keen to work with clients for as long as they are needed.

Your advisor will ring you to find a time to meet that suits you both.

Sometimes you will have two advisors visiting you, as our advisors have observations to do and supervised sessions to complete.

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