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Start Organising Your Finances Today

Book a personalised consultation based on your circumstances
and current financial situation.

Get your personal finance trainer

  • Assess your current financial situation
  • Set short & long-term financial goals
  • Organise spending and saving
  • Find financial leaks and gaps
  • Protect your income
  • Plan for the future

Here’s how your personal consultation will work

Discovery

You will complete our financial cashflow modelling tool that provides a deep view of your current financial situation.

Your information is completely secure.

The team will then review your current situation and map out your future financial projections based on this information you have provided.

Analysis

Consultation

The Initial meeting will be held virtually preferably over Zoom.

You will define and agree your financial goals and milestones.

You will agree follow up & review stages.

The team will then create your personal financial plan and map out the steps required to achieve your financial goals that you have outlined.

Implementation

Follow Up

The team will follow up to ensure you are on track to meet your goals.
The askpaul planning team will be in touch to schedule your review at the agreed stages.

Review