Josh Page

I like to do things a little bit differently and want to spend some time to understand exactly what you are after rather than making assumptions.

I start our discussions holistically, asking about your complete financial picture. I have often found clients identify areas they are not fully confident about, and realised the importance of having guidance and coaching to improve their confidence.

So, let’s get busy starting a discussion about your future dreams that you want to achieve, and then we can start working towards tailoring a strategy based on what's important to you.

It’s natural to have multiple goals and conflicting ideas about which one is more important. Which one can you achieve?

Using educational tools to demonstrate the benefit of advice, I’ll help you see how we can work out ways together to overcome any roadblocks you feel are in your way and look at achieving all your goals!

As I work in my own practice, I don’t have any sales targets - the only target I have is you being happy. So, we can spend as much time as you need to set up your plan for success.