Complimentary Client Review
Your Client Review Meeting
If you want to improve your business performance and financial results, and minimise any risk in your investments, schedule a Complimentary Client Review.
We’ll review and discuss your current situation at no cost. It’s an opportunity for us to check in with you that we are giving you all the assistance that you need. For example, we might be able to help you with some strategies to help you grow and protect your assets or improve your efficiency and effectiveness.
You’ll meet with a senior team member for a 60 minute session, reviewing your current situation and discussing how we can support you to resolve your burning issues. We will send you a copy of the Meeting Minutes documenting your business and lifestyle goals and all agreed actions.
If required, we will also prepare a proposal for you including upfront prices of our services for any additional support work that we identify during the meeting.
We’re not just advisors on your rear-facing tax matters - we want to help you achieve your future business goals.
What you get
- Set SMART goals and gain clarity about actions you'll take to achieve them
- Stimulate strategic discussion to affect your future direction
- Gain access to our collective wisdom
- Potentially identify greater tax efficiences
- Identify burning issues, opportunities and challenges to respond effectively
- Understand and manage your business better
- Identify areas where we can assist you to unlock further potential
Call Us Today
We want to stay in touch regularly to ensure your business and personal goals are being met.
We have set aside time for this meeting to happen after your financial statements have been completed. Of course, you don’t have to wait until then; you can contact us any time to set up a catch up. Call us today to book your Complimentary Client Review.