Arrange a Discovery Meeting
How Does it Work?
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Schedule Your Meeting
Leave your details using our form and we'll be in touch to book your Discovery Meeting shortly.
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Speak With a Fiduciary
Have a confidential talk with us about your current circumstances and goals. Similar to a consultation with your doctor, but regarding your finances.
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Achieve Your Goals
With no obligations or fees involved, you can simply walk away, or continue your relationship with us and start achieving your financial goals!
What's Included?
The H Capital Discovery meeting is a no obligation, get to know one another session which takes place with one of our fiduciaries. It's a two way street i.e. H Capital may not be suitable for everyone, therefore we like to make sure we're on the same page of understanding before we begin assisting in your financial affairs.
During the meeting we’ll aim to establish your current circumstances and objectives, your risk appetite, your time horizon – a little similar to a consultation with your doctor, but we’ll ask questions about your financial affairs rather than your state of health, necessarily. At that point we should have enough information to be able to revert with advice.