Get in Touch

How would you like
to connect?

Choose the option that suits where you're at. No pressure — just an honest conversation.

Available Now
Option 01
Need to speak
to someone now.
Urgent situation — call us directly and we'll pick up or call you straight back.
  • Mortgage deadline or settlement issue
  • Unexpected financial decision to make
  • Time-sensitive lending or refinancing
  • Need advice before signing anything
Direct Line
027 223 9889
Call Now
or
Chat on WhatsApp

Jon answers personally. If he misses your call, send a WhatsApp — he'll reply fast.

Option 02
Quick Intro
Call.
A relaxed 15–20 minute call to see if we're the right fit — no commitment, no pressure.
15–20 minutes Phone or Zoom
  • Tell us a bit about where you're at
  • We explain how we work and what to expect
  • No paperwork, no forms, no obligation
  • Good for: first-timers, curious, not sure where to start
Book Intro Call

Pick a time that suits you — calendar opens instantly.

Option 03
Full Financial
Review.
A deep-dive session mapping your full financial picture and building a clear plan forward.
60–90 minutes In person or Zoom
  • Full review of lending, investments & retirement
  • Clear picture of where you stand right now
  • Written summary and recommended next steps
  • No cost — advice fees only if you proceed
Book Full Review

Pick a time that suits you — calendar opens instantly.

No cost, no commitment. Every first conversation is free. We only charge fees when you formally engage us for advice — and that's always agreed in writing before we begin.

Schedule Online

Pick a time that suits you.

Select a slot below and we'll confirm everything — no back-and-forth required.