BOOK YOUR APPOINTMENT ONLINE

Are you a new or existing client? Click on the links to book a day and time that suits you. 

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For New Clients

 

As a new client, we offer a 15 minute initial phone call to have a quick chat to make sure we are a good fit. 

Once we have had this chat, OR you are an existing Tax client of either Vivid Advisers or Schnelle Partners, go ahead and book a Deep Dive meeting with Sarah Black.

If you would like to book with Lucy (Lucinda) Thompson, please call the office on 02 6041 3900.

 

For Existing Clients of either Vivid Advisers or The Next Step..

Are you due for your review, or do you have a query outside your scheduled review? 

You will have an option to book with  Lucy (Lucinda) Thompson, Sarah Black or Lucy Saric. 

If you are due for your annual review, choose 'Review Meeting' or 'Query outside review' for either 15, 30 or 60 minutes. 

© 2020 by The Next Step Financial Group Pty Ltd. Created by Enliven Business Styling. 

Our Financial Services Guide (FSG) can be accessed here