Modern Office

Thank you for booking

How you can preprare ...

  • Know your expenses - how much you're spending regualry

  • Income - payslips, rental statements, tax returns, financial reports if your a sole trader or partnership, dividend returns, etc.

  • Libailities - mortgage statements, credit card statements, personal loans, car loans or lease, store cards etc

  • Assets - list of all the assets you own or have finance against. 

  • Insurance - types and limits

Please notify us in 24 hours before if you need to reschedule as we need to prepare in advance for each appointment