Most first meetings in financial services follow the same script. You come in, someone presents their credentials and fees, they ask a few polite questions, and by the end you’re being steered toward a decision you hadn’t planned to make that day.
We designed the Sit Meeting to work the other way.
What it is
The Sit Meeting is a free, no-obligation conversation, usually 45 to 60 minutes, that we offer everyone who contacts Stonehhart. There’s no sales pitch, no presentation deck and no pressure.
We talk about where you are, where you want to get to, and whether property investment is the right way to get there.
What we cover
We’ll ask about your current financial position. We need that context, because a recommendation made without knowing your borrowing capacity, existing assets and cashflow is a guess.
We’ll ask about your goals. “I want to invest in property” is a means to something else, so we want to understand what financial freedom looks like for you. When do you want it, and what does your life look like once you have it?
We’ll ask about your timeline, your tolerance for risk and what you already know. Some clients arrive with a lot of research behind them and others are just starting out, and either is fine.
We’ll also be honest about whether we can help. If property isn’t the right move for you right now, we’ll say so. If there are things to sort out first, such as structuring, finance pre-approval or clearing a particular debt, we’ll tell you that instead of selling you something you’re not ready for.
Why it’s free
We don’t charge for the Sit Meeting because we aren’t selling you a service in that room. We’re working out whether we’re a good fit for each other.
Stonehhart works with clients who are serious about building lasting wealth and want a long-term relationship with a team they trust. That kind of relationship starts with a real conversation rather than a sales call.
If you decide after the Sit Meeting that Stonehhart isn’t the right fit, you’ll still leave better informed than when you arrived, and that matters to us.
How to book one
You can reach us through the contact page or call us directly. We’ll find a time that suits you, in person where possible or by video call if you’re in another city.
All you have to commit to is showing up.
Curious whether property investment is the right next move? Book a Sit Meeting and we’ll work it out together.
