initial discovery
initial discovery
Simple Invest Group understands that everyone’s financial situation is different, which is why we’ve built our initial discovery services to create customised plans for every customer.
How Does It Work?
- We schedule an initial discovery and strategy session with you from the comfort of your own home or through Zoom. We believe you deserve the best information and guidance possible.
- We will assist you with discovering strategies to own your home faster and provide strategies to create wealth with our home finance experts. Once we have the plan that works for you, our team will guide you through it step-by-step.