Consultations

Financial Consultations

Much like a health check, a financial consultation will assess your personal situation, outline all available options and recommend changes where required to get you on track to achieve your financial goals.

The initial consultation will determine:

• Your current financial situation
• The areas that you require assistance
• Your goals/ideal financial situation

If you require ongoing assistance, this is available through our coaching and mentoring programs that provide on-going support, education and guidance. If you are interested in these programs contact The Money School by clicking here.

Property and/or Mortgage Consultations

If you are looking to buy your own home or an investment property, a consultation can assess your financial situation and determine:

• If your finances are in order
• What price bracket you can buy into
• What the purchasing costs & repayments will be

If you are considering refinancing your current loan, we can assist you with an independent mortgage consultation.

Contact The Money School to discuss or arrange an appointment.