No Obligation Consult

Arranging a meeting with Health and Life is for FREE and as long as you need.

The third step is to contact us to arrange a free, no obligation meeting anywhere in Australia to determine whether or not we can help you. At this point you can decide whether you would like to become a Consulting, Accounting and Taxation client or just a Consulting client. In this section we detail what you can expect from us when you take either pathway.

How Can You Contact Us?

Email or call us to set up your free, no obligation meeting.

Types of Meetings We Provide:

Appointment booking

 

Teleconferencing

 

GoToMeeting / Skype conferencing

 

Face to face meeting – no charge depending on location

At the end of this meeting, you will be able to establish whether you would like to become either a Consulting, Accounting and Taxation client or both, or maybe you decide not to pursue your enquiry further because the timing may not be right for you.

Why do we provide a free of charge and a no obligation consult which includes a review of your key practice documents?

To determine if we can help. We guarantee we can be of financial or non-financial benefit to you from your very first telephone call to us. If not, you have lost nothing (seeing the phone call is free) and there is no further obligation. This service is an ideal step for new clients. Consultations are usually between 30 up to 120 minutes via a interactive video teleconference, during which we delve into the core issues affecting your practice or wealth creation, namely:

  • Identify from a financial perspective where you are today.
  • Identify any problems with your current investment strategies and/or structures.
  • Provide a solution that will fix any associated problems.
  • Assess your situation with regard to your future plans and provide a plan to help you move forward. We will advise on the structures and financial processes that are most appropriate for you.  This will help us ascertain whether you are a Consulting or a Consulting, Tax and Accounting Client.

To find our more what type of client you are read on.

David DahmNo Obligation Consult