The Affinity Discovery Meeting
A Smart First Step for Your Business
Running a business is demanding, and it’s easy to get caught up in the daily grind. But have you taken the time to step back and think about where your business is headed? That’s why we offer The Affinity Discovery Meeting, a free, no-obligation consultation designed to help you gain clarity and explore how we can support your business.
Why We Offer This Meeting
Many business owners focus so much on day-to-day operations that they don’t take the time to work on their business, rather than just in it. The Affinity Discovery Meeting gives you the chance to take a step back and evaluate your goals, challenges, and opportunities.
In this session, we’ll discuss:
Your business goals and how you plan to achieve them.
How your business aligns with your personal and lifestyle goals.
The challenges you’re facing, such as cash flow, growth, or succession planning.
How we can support you, whether through strategic planning, financial insights, or improving efficiency.
It’s also an opportunity for us to share how we work and how we can help you move forward.
Who Should Book This Meeting?
If you’re a business owner looking to improve financial performance, business growth, or overall efficiency, this meeting is for you. If you feel like you’re not getting the right level of financial support, let’s talk—we’re confident we can help.
What to Expect
When you book The Affinity Discovery Meeting, here’s what happens:
A one-on-one consultation with a senior team member to review your business situation (approx. 60 minutes).
Get direction as we discuss your goals and challenges, we will help you find opportunities and make sure you keep an eye on business priorities. We will provide you with insights on how we can support you with tax planning, profitability strategies, or improved cash flow management.
Receive meeting minutes, documenting your business goals and challenges, along with all agreed actions.
Upon request: A proposal with upfront pricing for any proposed work so you can make an informed decision without surprises.
Key Benefits of This Meeting
The Affinity Discovery Meeting offers valuable insights to help you make informed business decisions. Here’s what you can expect to gain:
Clarity on your goals and establish clear strategies to achieve them.
Identify challenges and opportunities affecting your business.
Assess your current business structure to ensure it supports growth.
Encourage strategic discussions on the future direction of your business.
Explore how we can support you in growing and protecting your assets.
Gain expert insights from our team’s collective experience.
Pinpoint key business drivers that impact your profitability and success.
Identify potential tax efficiencies to improve financial outcomes.
Develop a deeper understanding of your business's financial health.
Learn about our services and how they can benefit you.
Get certainty on pricing, our proposals come with upfront costs - no surprises.
When Should You Book?
If you want to take control of your business’s future, the best time to start is now. This session is a great way to identify immediate opportunities for financial improvement and long-term success.
📞 Call us now on 04 974 4455 to book your free consultation, or fill out our contact form.
What our clients say
“Dylan and his team have provided us with great service and advice over the 5+ years we have worked with them. They have always been friendly and approachable about the smallest queries and been quick to answer them. Could not recommend them enough.”
-David Hutchings