Complimentary Potential Client Meeting

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Complimentary Potential Client Meeting

Spend valuable time working on your business, not just in it.

Taking time out to discuss what is happening in your business allows you to gain clarity about your future direction. That’s where we come in.

We offer a complimentary Complementary Potential Client Meeting to non-clients, to explore how we can best help you.

Meet with us on a no-charge, no-obligation basis to discuss any of the following:

  • Your goals for your business and how you plan to achieve them.
  • How your business goals tie in with your personal and lifestyle goals.
  • Issues or challenges you’re facing in your business e.g. cashflow, growth, asset protection, profitability, or how you plan to exit or sell your business.
  • How we can work with you to address these issues and plans.

At this complimentary meeting, we’ll explain how we can help you to achieve your family, business and personal goals.

Talk to us today to learn about strategies that we’ve developed to help you to grow your wealth, profitability and cashflow.

What we’ll discuss:

  • Your goals and strategies for achievement
  • The key drivers of your business
  • Your burning issues and opportunities
  • Your current structure
  • Potentially identify greater tax efficiencies
  • The strategy for your current and future direction
  • How we can assist you to better protect and grow your assets

Prior to the Complimentary Potential Client Meeting, you’ll complete a quick questionnaire and provide your latest annual reports to ensure the meeting is productive and relevant to your individual circumstances.

We’ll then meet with you and review your unique situation, define some key goals and strategies to achieve them and discuss how you’d like us to support you going forward.

Following the meeting (if appropriate) we’ll prepare a proposal with upfront pricing for any service you’re interested in.