Dominic White, CFA

No. This is education, not personalised financial advice. You won't be asked to share personal financial information. The workshop gives you a solid understanding of how the retirement process works and what your options are — so you can make better decisions, with or without further professional help. 

That's entirely up to you. There's no pressure and no follow-up sales call. If you do want to explore personalised advice after the workshop, I am happy to discuss what that would look like — but it's completely your call.  

*If we do land up working together on your retirement plan, the cost of this workshop will be offset against the upfront planning cost - essentially the workshop will have been FREE. 

The workshop runs via video call — you just need a stable internet connection. Once your payment is confirmed, you'll receive a meeting link by email. No software to install. 

Because nobody works for free — and if they say they do, there's a catch. This is a private, one-on-one session with a CFA charterholder with 25 years of experience. The fee covers your time with me and the written summary pack. There's no product being sold, no commission being earned, and no agenda other than giving you genuinely useful information. 

Yes, if possible. The retirement decisions you're making affect both of you — particularly around what happens to the surviving spouse. Having both people in the session means you both understand the options and can make decisions together.