Book Here
Book in a session via the links below
Discovery Call
15 min Discovery Call
Unpacking your financial goals and needs can feel big, it takes time to build trust and understanding. If you would prefer to have a chat with Serenette to see if “Serenity Financial Planning” is the right fit for you, book a 15min Discovery call here.
Initial Consultation
Free 1 hour Consultation
This cost and obligation free meeting is where we get to know one another, we understand your current situation, develop your goals and address any concerns you may have when it comes to Financial Planning. Book your 1 hour consult here.
Concept Meeting
90 min Session
This meeting is where we recap on your goals that we have developed in our initial consultation; we spend time illustrating the mechanisms that can help achieve your goals.
Advice Presentation
1 hour Session
This meeting is where we present our formal advice through a Statement of Advice document, we spend time recapping on the strategies that have been developed and sign all the paperwork to implement your advice.
Growth Meeting (Annual)
1 hour Session
Growth meetings are for those clients that want someone to keep them accountable, to remain on track with their financial goals. These meetings offer a chance to analyse and re-evaluate your situation and to ensure that your strategies remain aligned to your goals.
Ad Hoc Meeting
45 min Session
Sometimes “Life” happens and we need a meeting in between our normal scheduled appointments. This is the space for those moments.
