Consultation services

Colleagues reviewing notes during a financial planning conversation

What we offer

Initial resilience consultation — A structured session to inventory liquid assets, essential monthly costs, and gaps in your emergency tier. You leave with a draft buffer target and funding order. Session length and fee are agreed before payment (proposed: 90 minutes; pricing pending business confirmation).

Buffer implementation check-in — A follow-up meeting to see whether automatic transfers, separate accounts, or payroll timing changes are working. We adjust targets if your income mix shifted.

Ongoing plan review — Periodic reviews (for example quarterly or annually) to revisit dependents, debt, insurance deductibles, and informal family support that affects how much cash you keep on hand.

What we do not provide

We do not sell investment funds, insurance policies, or lending products as part of these consultations unless you later confirm separate licensed activities. We do not guarantee returns or promise specific financial outcomes.

Next step

If a format fits your needs, contact us with your preferred timing and whether you need a first consultation or a review of an existing plan.