Book an adviser session
Talk it through with an adviser.
Your report gives you our recommendation.
Sometimes you just want the chance to look someone in the eye and talk it through before making a decision.
For $100, you'll have a 15-minute video call with Rhiannon McKinnon to discuss your report.
This session is useful if:
- You're leaning towards taking action, but want to sense-check your thinking first
- Something in the report raised a question you'd like to explore further
- You're weighing up trade-offs and want to understand what matters most
- You'd simply feel more comfortable after talking it through with a real person
What to expect
- A 15-minute video call
- Your report as the starting point – no need to explain everything again
- Straight answers to your questions
- Plain English, practical discussion, no sales pitch
The recommendation won't change unless there's new information.
What the conversation often provides is confidence: confidence that you've understood the recommendation, confidence that it applies to your situation, and confidence to act on it.
$100, paid at the time of booking.
Your adviser
Rhiannon McKinnon is a licensed financial adviser, CFA Charterholder, former CEO of Kiwi Wealth, and founder of Cass Advice.
Book your session
Pay $100 securely with Stripe, then pick a time that suits you.