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A relaxed, no-obligation conversation to understand where you are, what you’d like to achieve, and whether we’re the right fit to help.

What happens on the call. We’ll talk about your situation and goals, I’ll explain how I work and what advice might cost, and you’ll leave with a clearer idea of your next step, whether or not that’s with me.

What to prepare. Nothing formal. It helps to have a rough idea of your income, savings, KiwiSaver and any insurance you already hold, but a conversation is all we need to start.

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