Introductory Phone Call
Book your free 15-minute introductory phone call with a NorthStar financial plannerBook Your Introductory Phone Call
We think it’s important that you feel comfortable before committing to any financial service. We pride ourselves in working with our clients for the long-term by building, fostering and growing a relationship of trust with every client we work with.
Your introductory phone call may be the first step of a long journey working together and we see it as a critical step in our process. It’s your way to find out a little about what we do, how we do it and how we can help you. Equally, we can find out a little about you to see if our services are a good fit with your requirements.
During the call, you will be able to speak with an experienced financial planner who will be able to give you some initial information and guidance about any pressing financial concerns you may have and can answer any questions about NorthStar that you may want answered.
Don’t delay – book your introductory phone call today. Use the form below and follow the steps to book in 60 seconds flat. Alternatively, please contact us and we’ll book in your call.
Awards, Accreditations & Trade Associations
NorthStar is proud to be a member of the leading financial planning trade associations. Through a continued commitment to adhere to the highest professional standards and deliver exceptional service, NorthStar has received a number of awards and professional accreditations.