Step 1 – Initial contact
Your initial contact with Harvest is likely to be over the phone and prior to meeting with us at your first appointment. We will discuss what your requirements are and explain what Harvest can do for you. In this conversation we will let you know what you need to consider and the information to bring to your first meeting. This is a great opportunity for you to do your own financial ‘stock take’ before coming to see us.
Step 2 – First meeting
Your first meeting with Harvest is complimentary and is obligation free. At this meeting we will discuss your current financial situation, to get a strong sense of where you are at now, and find out your goals, so we know where you want to be. We can then let you know what we can do for you to help you meet your goals. At this point we provide you with a quote so you have all the information you need to make the decision to proceed.