In your dedicated Wealth Session, we’ll focus on:
Start with a Discovery Call and discover how a Wealth Session can set you on the path to long-term success.
Price: $1,100 inc. GST
It all starts with an obligation-free Discovery Call (30 mins) where we gather details about your personal and financial situation. This call is free, allowing you to decide if an in-depth Wealth Session is right for you.
We then hold an in-depth Wealth Session (2 hours) to review your information together and offer tailored strategies for your unique situation.
After the session, you’ll receive a detailed Wealth Report clearly outlining the strategies and highlighting opportunities for growth.
Norma Samson is a seasoned financial expert with over 20 years of experience in financial planning and strategic consulting. As the Principal Wealth Advisor at Synchronicity Wealth,
Norma has dedicated her career to helping individuals, families, and businesses achieve financial success while aligning their finances with their personal and professional goals.
After the unexpected passing of my partner, I had my hands full dealing with my loss and grief and did not feel that I could handle the financial responsibilities as well. Norma organised for specialists to sort out his estate, keeping me informed while protecting me from the stress and anxiety of the whole process.
We chose Norma at Synchronicity because she understands how we want our business to run and the type of culture we’re trying to maintain as we grow. With her business advice and mentorship, we feel empowered to make decisions knowing we have someone in our corner encouraging us to keep pushing towards our goals.
Norma doesn’t do things to personally benefit financially but to truly help put clients in a better position and help them achieve their goals. Norma’s heart is at the centre of everything she does, and I trust her.
