financial independence audit

Let’s map out your roadmap to get you to financial independence sooner

Some common call topics:

  • Investment Property Evaluation: does this rental make sense?

  • Investment Property Scenarios: should I keep or sell?

  • Property: My mortgage is renewing, what should I do?

  • Cashflow planning: setting up a budget that makes sense

  • Tax Scenarios: recently sold a property, RSP scenarios

  • Smith Manoeuvre: how do I get started? what do I need to know?

  • Simple Bookkeeping: efficiently setting up your new business or rental property

FEE: $397 + tax