Book an adviser session
Talk it through with an adviser.
Your report gives you a 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.