Complimentary Discovery Session Meeting

We offer prospective and existing clients one Complimentary Discovery Session Meeting per year.

A Discovery meeting is an ideal opportunity for you to meet with us for no charge and is an opportunity for us to check in with you. There is no obligation basis to discuss any of the following:

1. Your goals for your business and how you plan to achieve them.
2. How do your business goals tie in with your personal and lifestyle goals.
3. Issues and challenges you are facing in your business e.g., growth, profitability, cash flow, a planned exit from or sale of your business.
4. How you can work with us to address these issues and plans.

The benefits:

• Set SMART goals and gain clarity about actions you’ll take to achieve them
• Stimulate strategic discussion affecting your future direction
• Gain access to our collective wisdom
• Potentially identify greater tax efficiencies
• 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

The Discovery Session Process

You’ll receive a free 60-minute consultation with our team. We’ll send you a copy of the meeting minutes and document all agreed actions. If required we will also prepare a proposal for you with upfront prices of our services for any additional support work.

Keen to improve your business performance, financial results and minimise any risk in your investments? Click here to book a Discovery Session now