Is seeking guidance on aspects of their financial situation, objectives or needs
Requires a comprehensive financial plan, or has multiple assets
Is seeking an adviser to review their financial situation on an ongoing basis
Contact us to arrange a preliminary conversation to discuss your needs. If you are happy to proceed, we will facilitate an appointment with a financial planner. The first meeting is at no cost to you.
Details of any existing insurance policies (including those held inside superannuation)
Details of your financial assets (such as the value of a holiday home or antiques collection) and liabilities (such as mortgages, investment loans or credit card debt)
Details of any super, investments or share portfolios. This includes any term deposits or bank account statements
Details of your income (such as pay slips) and expenditure
Your Tax File Number
The first consultation with a financial planner is at no cost to you with no obligation. Every financial plan is different and has different levels of complexity. If you decide to proceed with a plan after the initial consultation, your adviser will explain any costs and seek your agreement prior to any fees being charged.