FAQ
How do I prepare for my initial consultation?
For your initial consultation, it’s helpful to have a clear idea of your financial goals, any specific challenges you’re facing, and basic financial documents or statements. This will enable us to understand your situation better and provide more personalised advice.
What can I expect during the consultation?
During the consultation, we’ll discuss your financial situation, needs, and objectives. We’ll explore how our services can best support you, outline potential strategies, and answer any questions you have. The aim is to ensure you feel informed and confident about the path ahead.
Is there a fee for the consultation?
The initial consultation is offered free of charge. This session is designed to help both of us determine how ClearFront Finance can best meet your needs without any obligation on your part.
How long does the consultation typically last?
The initial consultation usually lasts between 30 to 60 minutes. This time allows us to thoroughly understand your financial situation and discuss how we can assist you.