Wondering what actually happens when you book in with Financial Planning Matters? In this short video, Certified Financial Planner™ Fiona Dowler explains exactly what to expect from your consultation.

It all starts with a relaxed 30-minute discovery call — a focused conversation about your goals, priorities, and what matters most to you. From there, we guide you through your next steps, whether it’s planning for retirement, sorting your protection, or finally making a start on your savings plan.

No jargon. No assumptions. Just clear, tailored financial guidance from a team that listens.

Book a consultation today.