Book a 20-minute call
Four questions, so you meet the planner who knows your pension and your plans. Free, by video or phone, and you'll know by the end whether we're the right fit.
- Right awayAn email with your snapshot as a PDF, if you ran one, and our Form CRS.
- The same dayA text confirming the time, with a three-minute intake link.
- Two days beforeWhat to bring, as a short checklist.
- After the callA recap and a written proposal within 24 hours, with the fee in it. No pressure and no follow-up calls.
Your planner
Pick a time, 20 minutes by video or phone
Not ready for a call?
The 10-year retirement checklist: one page, one task a year, from counting your service credit to choosing a payout option. We send it once, then one short email a month that you can stop with one click.