How we work

Your first appointment with a planner from FinAdvice Financial Planning, is more of a chat and getting-to-know-you meeting.

You have the opportunity to ask questions, to make sure you feel comfortable working with us.

Perhaps you don’t know exactly what you need, and are curious to see what FinAdvice Financial Planning offers.

Here is what you can expect when you book to see a planner at FinAdvice Financial Planning: