Meeting at your place

We will come to you but prefer if you come to us as we have only so much time in the day and with increasing traffic congestion it is becoming more difficult to manage our time when being asked to travel to visit clients.  .

To help us efficiently manage our time so we can see more of our clients,  we respectively ask you to help us to avoid having to travel to appointments during peak travel times.  If you can make a meeting at our office that is always greatly appreciated. Or try our Skype meeting service which is a great way to save you and us time.

If we do have to travel to visit you, then generally meetings between the hours of 11am and 2pm within Auckland Central area will not incur a call out charge. 

Outside these hours a standard minimum call out charge of $100+gst will apply.  Please check with your Adviser whether a fee will be payable for your meeting before confirming.


Meetings at our place

No fee is charged for meeting at our offices at 18 Matua Road, Huapai, Auckland

Meetings can be arranged for anytime during the day, early morning or evening depending on availability.


Skype meetings

A great way to meet which is more personable than a phone call is by Skype.  For existing clients Skype is a great way to catch up to review existing business without needing to take the time to travel to our offices or for us to travel to you.

Simply email your adviser or click on the button below to make a Skype Appointment and include your Skype Address and a date and time you wish to make the appointment.  We will be in touch to confirm a time with you.