Book online
I'm happy for you to book an online appointment directly into my diary
Meeting menu
Initial Discussion | Prospective Clients
​
-
30 to 60 minutes | Let's talk
-
Discussion of why you're seeking financial advice
-
Review my Financial Services Guide (located below)
-
In-depth discussion about your current financial situation, objectives and goals
-
General advice on ways to improve your financial position, and whether personalised financial advice will be beneficial to you
-
Quite often this meeting is all that’s needed to help with your financial questions
-
Ongoing Review | Existing Clients
​
-
60 to 90 minutes | Let's catch up
-
For valued ongoing Burvill Financial clients​
-
Update of your financial situation, including the changes that have occurred since our last meeting
-
Reconfirmation of your objectives
-
Performance of your personalised advice, and whether directional changes are required
-
Scheduling of the next Ongoing Review meeting
-
Recognition of our ongoing, professional relationship
-
Please choose your meeting
- No fee
- Zoom meeting
60 - 90 Minutes
In-person meeting