Schedule a 15 Minute Obligation-Free Appointment with Randal
Get expert advice at no cost or obligation. Explore your options, gain clarity and take a confident step towards greater financial security.
- Independent financial advice
- Personalised financial planning
- No-obligation initial conversation
Meet Randal Stephens
Randal values working closely with his clients to help them achieve their long-term financial goals.
Being a financial adviser is about much more than constructing investment portfolios and explaining how they are performing in line with the markets. Through working together with his clients, Randal finds great joy in helping them realise and picture their long-term goals, then supporting them as they work towards those ambitions.
His approach also focuses on building thoughtful structures that can help safeguard clients' assets for their families, bringing financial planning and the life behind it together.
What does the obligation-free call include?
A straightforward introduction to your circumstances, our services and the ways SJB Global may be able to help.
Initial Conversation
A relaxed 15-minute introduction to understand what you would like to achieve and explain our services and how we can help.
Financial Review
If you choose to proceed, we will complete a fact-finding exercise and can prepare a full financial planning report, including a personalised retirement forecast and future projections where appropriate.
Recommendations
We will explain our findings, answer your questions and recommend any areas where we believe your financial position could be improved.
Schedule a 15 Minute Appointment with Randal
Complete the short form and Randal will be in touch to arrange a convenient time.
Your first conversation is obligation-free and gives you the opportunity to ask questions before deciding on any next steps.
Insights from Randal
Practical perspectives to help you make informed decisions about your financial future.
Navigating the Tax Challenges of Accidental American Citizenship
Read Article →Advice shaped around your life
Learn more about who we are, how our advice works and what to expect if you choose to continue with us.
Who is SJB Global?
Meet our internationally experienced team and discover the values behind our personal approach.
Meet the teamRegulation, Independence & Fees
Understand how we are regulated, the independent nature of our advice and our transparent approach to fees.
Learn moreOur Process
See how we work with you, from the first conversation through to your personal financial plan and ongoing support.
View the process