Discovery Consultation - Assert Wealth

Service Description

We meet with you, either via Zoom or in person at your home or a coffee shop of your choice. We run through what your current situation is, what you can expect from us and what we can do you for you. There is no obligation, but if you are happy to move forward at the end of the meeting, we start the process for you with the appropriate experts. Our aim is to find ways to reduce debt if applicable, increase your wealth and help you set up for a comfortable retirement in the future. We work outside of normal business hours, so are more than happy to meet with you in the evening at a time convenient to you.

Cancellation Policy

To cancel or reschedule your appointment, please let us know 24 hours in advance.

Contact Details