We’d love more amazing clients just like you
Having never seen economic conditions like this before, business owners are looking for the best value from their financial advisors now more than ever. Supporting my wonderful clients with answers and specific advice to give some sort of reassurance about their financial position is truly why I do what I do!
Should you have friends who are business owners that may be looking for an alternative to their current accountant, I would be delighted for the referral of my business.
I am offering any referred business owner a complimentary 50 minute consultation, focusing on identifying either lost opportunities or savings in their business be it tax or business processes.
To show my appreciation in return– we’d like to offer you an invitation to join us in our upcoming Specialist Planning Sessions, which are held every 90 days where we’ve invited from our own client base local specialists in their field to make themselves available to you. From Marketing, Financial Planning, Lawyers, Phycologists, Fitness and wellbeing experts, listen to what drives their business which may ultimately inspire you in your business.
Refer a Client By filling in the form below
If you’d like one of our information kits to send to someone you have in mind, Click here