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Our team will be in touch within the next business day to confirm your booking.
In the meantime, please download the relevant documents for your meeting below.

Strategy Session Documents

Information checklist for your
Strategy Session (all appointments)

Welcome Booklet
Our Process and Formula

Strategy Session Fact Find
(Only required for Video/Phone Meetings)

Advisor Authority
For Self Employed Clients

Profile of Daniel Goodwin
Experience and Qualifications

Testimonials – Daniel Goodwin
Experience and Qualifications

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Strategy Session Documents

Other Documents