- Welcome to Pure Private Wealth
Meeting 1
CLIENT INTRODUCTORY MEETING:
Our first meeting is a free introduction to get to know each other and understand your financial situation.
Meeting 2
CLIENT DISCOVERY MEETING:
In this session, we dive deeper into your financial information and establish where you are currently.
Meeting 3
STRATEGY RESEARCH AND REPORTING MEETING:
We outline strategies and present our research findings based on your financial situation.
Meeting 4
STATEMENT OF ADVICE PRESENTATION:
We deliver your Statement of Advice, which includes your goals, objectives, recommendations, and important details.
Book Online
Meeting 1
CLIENT INTRODUCTORY MEETING:
Our first meeting is a free introduction to get to know each other and understand your financial situation.
Meeting 2
CLIENT DISCOVERY MEETING:
In this session, we dive deeper into your financial information and establish where you are currently.
Meeting 3
STRATEGY RESEARCH AND REPORTING MEETING:
We outline strategies and present our research findings based on your financial situation.
Meeting 4
STATEMENT OF ADVICE PRESENTATION:
We deliver your Statement of Advice, which includes your goals, objectives, recommendations, and important details.