Our first meeting
Your initial consultation is a "getting to know you" session. We will discuss what is important to you in terms of your financial future and what it is you wish to achieve. Importantly, our advisers will describe the financial planning process to you so you can understand what is involved and know what to expect.
It is also a good time to ask any questions you may have about the financial planning process and what you wish to achieve.
Click here to download the 'First Meeting' Schedule
Fast Facts form
Client fast facts forms are given to clients to fill out prior to their initial meeting with one of our advisers. These forms ask you to answer questions, which will provide our adviser with an overview of where you are now to enable the adviser to get the best possible understanding of your situation.
Click here to download the 'Fast Facts' Form
Workbooks and Questionnaires:
Financial Plannig Questionnaire
Asset Allocation Workbook
Self Managed Superannuation Fund Investment Strategy Workbook
Estate Planning Workbook