The Mini

A quick financial 'health check'


Intended as a starting point for those unsure about how to get started with a financial plan. We'll guide you through getting a quick snapshot of your finances today to help support financial goal-setting.


You get:


  • a calculated retirement target and projection based upon your current financial situation
  • a calculated monthly budget which takes into account your current financial situation
  • a 20 min call to discuss your financial health snapshot

The Mini