Client Resources

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

Budget Planner

Self Managed Superannuation Fund Investment Strategy Workbook

Estate Planning Workbook

Latest From McPhail HLG Financial Planning

	Budget Update
	The announcements made on 14 May 2013 were largely non-surprising with virtually all major announcements (from a financial planning perspective) having been rumoured and confirmed in the days and weeks leading up to this night......
	Download File
	Economic Overview and Market Outlook
	A number of political events dominated the final quarter of the calendar year, none more so than the U.S. election in November. The results proved to retain the status quo in terms of the return of president Obama and control of the house and senate. This allowed debate to move quickly to the resolution of budget issues dubbed the ‘fiscal cliff’......
	Introducing our new team member
	We're very happy to welcome Kathleen Dean to our team at McPhails....
	What does Female Excellence look like in 2012?
	Excellence in advice is more than just providing quality advice, it’s about going over and beyond your call of duty to provide the support and living tools people need – often to survive....

McPhail HLG Financial Planning Pty Ltd is a Corporate Authorised Representative of:

SECURITOR Financial Group Ltd,
A.B.N. 48 009 189 495
AFSL and Australian Credit License 240687

Copyright © McPhail HLG Financial Planning. All Rights Reserved. ABN: 27 091 207 000
DISCLAIMER: This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstance.

SECURITOR Financial Group Ltd, A.B.N. 48 009 189 495, AFSL and Australian Credit License 240687