BOOK A CONSULTATION
Take The First Step Towards Your Financial Freedom
Select the option best suited to you below and I will be in touch to arrange a convenient date and time.
In an effort to be as accommodating as possible, you will have the option of a Face-to-Face, Online or Telephonic Consultation.
FACE-TO-FACE CONSULTATION
Recommended
This meeting will be held at Carrick Wealth in Sam Levy's Village, Harare. The purpose of this meeting will be to complete a Full Confidential Client Questionnaire which will form the foundation of all advice I am able to offer you moving forward. This meeting will take approximately one hour depending on the complexity of your personal requirements.
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To book a face-to-face consultation, fill in the contact form below stating that this is your preferred option and I will come back to you.
ONLINE CONSULTATION (SKYPE/ZOOM)
For the client abroad or unable to attend a meeting at our offices
This meeting will be held over Skype or Zoom and I will share my screen with you. The purpose of this meeting will be to complete a Full Confidential Client Questionnaire which will form the foundation of all advice I am able to offer you moving forward. This meeting will take approximately one hour depending on the complexity of your personal requirements.
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To book an online consultation, fill in the contact form below stating that this is your preferred option and I will come back to you.
TELEPHONICÂ INTRODUCTORY CONSULTATION
If You'd Like To Know More
The purpose of this call will be to further introduce our services and answer any initial questions you may have. Following this call, assuming that you wish to proceed further, I will set up a convenient time and location with you for a thorough fact-finding session.
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To book a telephonic consultation, fill in the contact form below stating that this is your preferred option and I will come back to you.
BOOK A CONSULTATION
Please advise on which of the above options would serve you best at this time. Include details on when would be the best date and time so that I can look at possible options before coming back to you.
