It all starts with a Coffee with Geet to meet and find out about each other. We will endeavour to find out about your life, your financial goals and personal objectives. Some of your financial goals could be buying a new home, becoming debt free, taxation planning, understanding superannuation, investing for the future or saving for retirement. We will also touch on your real life goals: what is it that you would like to achieve in your personal life. We will explain the process to you and work out whether we are the best fit for each other.