Discovering what is possible
Let's schedule a time
Book a 90 minute visualise meeting with Di Scott.
In this meeting, you'll watch your financial world come alive as we use our interactive tool to visualise your income, debt, savings, and investments. See your progress towards your goals and the short, medium, and long-term impact on your money. During this meeting, we will cover:
- Access to Stream Financial portal (prior to meeting)
- Big picture cash flow and goal projections
- Identify priorities, 'what if's, and financial blind spots
- Interactive tool to see the impact of various scenarios
- Advice Proposal - how we can help and our fees to move forward
Call us on 1300 983 942 to request an out of hours appointment if the available times do not suit you.