01
Choose a Time
Select a meeting time that suits you.
Start a conversation
Book a Complimentary Initial Meeting
A relaxed, no-obligation conversation to discuss what matters to you and explore how professional financial advice may help.
No pressure. No obligation. Just an opportunity to talk.
What to Expect
02
Tell Us a Little About You
Share a few details so Josh can prepare for the conversation.
03
Meet With Josh
Discuss your goals, concerns and the financial decisions you are considering.
04
Decide on the Next Step
If Hampton Wealth Management can add value, Josh will explain how the advice process works. There is no obligation to proceed.
Choose a time
Booking is provided through Calendly. By using the booking calendar, information you submit will also be handled in accordance with Calendly's privacy practices.
Having trouble viewing the calendar? Open the booking calendar
Prefer to Speak With Us First?
Choosing a financial adviser is an important decision. If you have a question before booking, you are welcome to contact our team.
Common questions
Yes. The initial meeting is complimentary and there is no obligation to proceed.
The available meeting duration will be shown when you select a time.
Yes. Complimentary initial meetings are available in person at our Toowong office, via video call or by phone, whichever suits you best.
You do not need to prepare detailed documents before the initial conversation. It can be helpful to consider your main goals, concerns and the questions you would like to discuss.
No. The meeting is an opportunity to determine whether Hampton Wealth Management is the right fit for you.
Good financial advice begins with a conversation.
Take the first step when the time feels right.
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