What it is
A short phone or video chat. It’s free and there’s no obligation. [PLACEHOLDER: confirm free and no obligation]
What we’ll ask
Roughly where you’re at, what’s on your mind and what you’d like to achieve.
What happens next
If we can help, we’ll explain the next step and what it would cost. If we can’t, we’ll point you to someone who can.
What happens in your first meeting
Choose a time
15-minute call
- Length
- 15 minutes
- Format
- Phone or video
- Cost
- [PLACEHOLDER: confirm the call is free]
A short chat about where you are and whether we can help. A good first step if you’re not sure what you need.
Initial meeting
- Length
- About an hour [PLACEHOLDER: confirm length]
- Format
- In person at 255 Hay Street, Subiaco, or by phone or video
- Cost
- [PLACEHOLDER: confirm the first meeting is free]
A longer conversation with Andrew about your goals and finances. If you’re already a Cornerstone Partners client and you agree, Andrew can draw on what our accountants already know.
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What happens next: someone from our team will be in touch within one business day, at the time you prefer. If it’s urgent, call us on (08) 9388 6699.