Before we meet, we’d like to get a bit more of an understanding of your goals and objectives, as well as your financial situation. Not only will it help guide the conversation when we catch up, but it will also help us tailor the meeting to your specific needs.
Here's what you can expect in your first meeting...
These guys are terrific! They talked to me like a mate with my goals and financials and ended up refinancing my entire loan at a better rate. They really helped me plan for the future of my family.
Jason and Michael are genuinely nice guys whose focus is purely on how they can use their skills to make our lives better (and more affordable). They are a delight to work with and don't ever "sell" to us anything we aren't interested in. They are a breath of fresh air in an industry that is full of sharks! Highly, highly recommended.
Jason, Michael, Katie and the team are brilliant. I am reassured knowing I've been pointed in the right direction and have the most efficient structure to keep me financially fit and on track.
Jason and Michael are a great team at Orange Wealth - helping us to consider what's next in our future plans and setup a framework to progress towards our goals. Thanks for all you help guys.
