Get to know us better with a quick, obligation-free phone call. You can ask us some questions and see how Direct Wealth will work for you.
Our initial meeting gives us both the opportunity to get into the detail: where your finances are sitting now, where you want to get to, and how we will get there together if you decide Direct Wealth is right for you.
Now we take all the information we’ve discussed and turn it into a working financial plan. We set out and guide you through your tailored strategy and the steps necessary to put it into place.
This stage establishes your financial recommendations. We will work with you and the relevant product providers to ensure your recommends are implemented correctly and aligned to your needs.
From here, we make sure everything stays on track and your finances continue to work hard for you. We review and maintain your strategies and help you make the best financial decisions for your future through all life’s ups & downs.
The most important step is getting started; it all begins with a simple conversation. We also offer flexible appointment times and can even come to you. The only thing we can’t do, is take the first step – that’s up to you
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