15 Min Phone Call with Darcy
WHO IS THIS FOR?
Those in the ‘building up’ phase of life, with or without kids, looking to make the best move with what they have and get strategies implemented to come out on top. Also for; existing clients in need of quick consultation.
Time: 15 Minutes
- Discovery: This call serves as a way to get to know each other and determine need for services.
- Scope Determination: The call clarifies the areas of advice or service that would be relevant to you, whether it’s home-buying, property investment, Insurance, wealth-building strategies, or KiwiSaver.
- Timelines and Milestones: We’ll briefly discuss timeframes and milestones for actionable steps post-consultation.
- Subsequent Steps: Concrete next steps are identified, be it a formal coaching session,, course recommendation, or implementation of a financial product.
WHO IS THIS COACHING FOR?
Anyone – who’s looking to build more than enough for their future.
First home buyers, next home buyers, property investors, self-directed investors, business owners, lump sum investors – Anyone looking to take what they have, and turn it into something bigger.
HOW CAN WE HELP?
Identify the Unknowns
The call aims to help you understand any gaps in your financial understanding.
Outlining the high level steps you need to take to reach your financial goals.
Quickly determine if the proposed advisory services align with your financial needs.
Walk away from the call with a clearer understanding of your next steps and a sense of immediate direction.