Flourish Core
Building sound financial foundations.
Who this is for
This option is ideal for people in their earlier years of adulthood OR people looking for more general advice on specific areas of planning for their financial futures. People who are in need of guidance to get the basics in place, or to assess their current landscape.
How it works
- Four one hour consultations (online or in person)
- Sound advice and recommendations to get the fundamentals right to ensure a secure
- A high-level financial needs analysis that provides clarity on what you currently have in place, what you actually need, and where any shortfalls or surpluses exist across your financial landscape.
- This analysis equips you with a clear understanding of your financial position and can be used to implement directly with product providers or to engage a financial planner of your choice.
- This option represents the standard financial needs analysis that a financial planner provides, without the implementation or ongoing management step.
Ready to get started or want to know more?
Contact your partner at Growth, to chat about your specific needs.
Flourish Focus Hour
A once-off, focused consultation designed to give you clear, practical financial direction on a specific question or decision
The Flourish Blueprint
A deep, integrative financial planning journey that aligns your money, mindset, and life goals into a personalised wealth blueprint.
