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

teamwork-4776072__340.webp

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.

family-222764_1920.jpg

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.