What to expect

Prior to your appointment, consider where you would like to be in 5, 10 and 15 years. What are your financial and lifestyle goals? We pride ourselves on providing solutions to the outcomes you desire.

Your initial appointment can take up to two hours. Your adviser will complete a Fact Finder, which allows us to obtain all the information needed for our strategies and advice. A lengthy discussion will be had regarding how we can help you and your situation.

Should you wish to proceed, we will put together a Statement of Advice to present to you at your next meeting.

What to bring to your initial appointment?

To assist in obtaining a complete and accurate picture of your financial position, we encourage clients to bring the following when they attend their discovery meeting:

  • A family budget – please complete as a household and be realistic with the numbers
  • Recent statements for superannuation, shares and investments
  • Details of regular superannuation contributions – employer and personal
  • Existing life / disability / income protection information
  • Current income and employee benefit details (long service leave or annual leave entitlements)
  • Bank statements or accurate details on balances
  • Loans and other liabilities such as credit cards and mortgage – including payout figures, monthly repayment and interest rates
  • Any other relevant information – investment properties, estate planning, impending inheritance or other income details.