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Finance Sessions
Finance Sessions

SAF Finance offers a range of finance sessions to help you get to where you want to be.

These vary from one-on-one discovery sessions for new clients, to review sessions for current clients and workshops full of tips and advice for everyone.

For New Clients

Free Discovery Session

15 mins | in-person or online

Our Free Discovery Sessions are for new SAF Finance clients. They help us understand a little more about you and why you are seeking finance.

These sessions cover the following topics; What are your Goals, Income /Expenses, Savings, Assets and Future plans.

For Existing Clients

Free Finance Review

30 mins | in-person or online

Our Free Finance Reviews are available to existing clients and recommend as a 6 months -12 monthly review.

The review is designed to; Check-in on how you and your loan is going, understand if we can save you money, chat about the next steps on your financial goals, budgeting /cash flow advice and rate /market updates.

For New and Exisiting Clients

Free Workshop Night

2 hrs | in-person

Our Workshop Nights are FREE to attend, and held in person at our office in Ascot Vale. They are open to to new and existing SAF Finance clients.

The workshops are held to share our knowledge and help you get a better understanding of your own finances and how to plan for the future.