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Sixty minutes that put your money in order
Pick a topic, an adviser and a time. Pay the N25,000 review fee with Receivly to confirm, and it comes off your plan fee if you go ahead. Example rates for this demo.
- Topic
- Adviser
- Day and time
- Your details
- Confirm and pay
What would you like to talk about?
Who would you like to meet?
Choose a day and time
Choose a day to see open times. Sundays closed, Saturdays mornings only.
Your details
Confirm and pay
Pay the review fee to hold your slot. Free to move up to 24 hours before.
Example details for this demo.
Make the hour count
You do not need everything. Bring what you can find easily, and we will ask for the rest later.
- Your latest RSA or pension statement
- Bank and investment statements from the last three months
- School fee letters or university estimates
- Any insurance policies you hold
- A rough idea of monthly spending
What happens next
A summary within 2 days
A short note of what we discussed and what we suggest looking at first.
A clear proposal
If a plan makes sense, a fixed quote. If not, we say so and you owe nothing more.
No pressure
Take your time. Most clients decide within two weeks, some take months.
Booking questions
Can I bring my spouse?
Please do. Money decisions go better when both partners hear the same thing. Video calls can include family abroad.
Can I move my booking?
Yes, free of charge up to 24 hours before. Reply to the confirmation or WhatsApp us.
Is the fee refundable?
If we cancel, yes in full. If you cancel with 24 hours notice, we refund or move it.
Where do I park?
There is client parking at the office, and a security post at the gate. Tell them you have a Kestrel appointment.