Your private meeting with Gary
40 minutes for
discuss what is on your mind
Choose a time to tell me about your situation. We will discuss what needs a closer look, what information would help and possible next steps. You do not need to prepare a file or sign up for a product.
How does the first meeting work?
The first meeting lasts 40 minutes. It is confidential and comes with no obligation.
What will I get from the first meeting?
We identify your main questions, what needs a closer look and the next step. This first meeting does not automatically include a full review, a written report or an investment recommendation.
Will I have to buy a financial product?
No. We may find that you do not need to do anything immediately. Any recommendation depends on your circumstances, goals and whether a change is actually worthwhile.