Discuss your financial stresses, financial blocks and set realistic financial goals in a private 1 on 1
consultation with Canna.
What To Expect
Want Ongoing Consultations?
You’re more than welcome to book follow-up appointments. Many of my clients find regular consultations help them gain clarity and a sense of confidence in their ability to change their financial situation and achieve more!
How To Prepare
Whilst this is not essential, we highly recommend bringing your budgets, super statements, credit card statements, savings statements & any written financial goals you want to discuss. This will ensure you make the most of your consultation and walk away with a more clarity about your financial goals and how to approach your financial stresses.
You don’t need to bring anything to the appointment. HOWEVER, to ensure you get the most out of your time, we recommend you:
- Have a think about your financial goals & fears. Write these down and bring them to the consultation.
- Write out or bring your budget
- Bring any statements such as superannuation, personal insurance, savings and credit card account documents.
Absolutely, that is no problem at all. There is no additional charge if you wish to bring in your partner or family member to sit in during our consultation. In fact, it is very helpful to get your partner or family member to join. That way we are all singing off the same page and everyone gets the most value out of the appointment.
General education on your financial goals, budgets & financial stresses
40-60 min one on one session
Help you set your financial goals and how to achieve them
Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.
The information on the Sugarmamma.TV website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial education and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product