Book a Consultation FAQ
Your first consultation is a relaxed discussion about your financial goals, challenges, and priorities. We’ll assess your situation, answer your questions, and explain how we can help you achieve long-term security and growth.
Yes, your initial consultation is completely free and without obligation. It’s an opportunity for you to learn about our services and for us to understand how best we can assist you.
Most consultations last between 45 minutes and one hour, depending on the complexity of your financial needs and the questions you’d like to discuss.
It helps to bring any recent financial statements, investment or insurance documents, and a list of your goals or concerns. This allows us to give you accurate, relevant guidance.
We offer both options. You can meet with us at our Johannesburg South office or schedule a virtual meeting for your convenience.
You’ll leave with a clearer understanding of your financial position, practical next steps, and professional insight into how to move closer to your goals.
No. Our consultations are designed to inform, not to sell. You’ll have all the time you need to decide whether you’d like to continue working with us.
Simply fill out our online booking form, call 083 783 3369, or email info@dwdfinancialplanners.co.za. We’ll confirm your preferred date and time and send you all the details before your session.