Getting to know you

For us to be able to provide the most efficient and effective financial advice, we need to know you, your family and your financial situation.

First meeting

Our first meeting is all about you, you will tell us about yourself, your goals and what is important to you. We will identify the areas that we can help you with, discuss the options and at the end we can provide you with a clear and simple quote on the fees for our services. and if you agreed you will sign a terms of engagement.

What document you expect from us at first meeting

We provide you with our financial service guide, which includes details about us, our business, our licenses, privacy and our complaint process, etc.

Also, if you decided to go ahead with our services we will ask you to agree on our terms of engagement and provide us with third party authority to access information to be able to contact your accountant, mortgage broker, super fund, investment brokers and insurance providers on behalf of you and gather relevant information.

What recommendations you expect from us at first meeting

We only can provide tailored and specific advice to your situation by preparing Statement of Advice, any advice to you will be in writhing.

Our first meeting is all bout you and we only can provide you with factual information.