We can’t reveal it all on the first date.
It is important to make sure we are going to make a good team – this is your future we are talking about.
Before jumping in to the nitty gritty our first meeting will often be a quick 15 minutes over the phone. We’ll focus on providing you with the information you need to ensure you are comfortable working with us, and explore the goals you are looking to achieve.
There are a few things you can get sorted for this first catch up that make it easier for us to show you how we can work with you.
We’ll ask you to have a think about where you are currently at, about what goals you would like to achieve and what life you want to live. To further inform our chat we will also ask you to complete our Budget Template and have available your:
Payslip
Superannuation Statements
Insurance Policy Statements
Investment/Share Statements
Bank Statements for all loan, credit card and savings account statements
2yrs Tax Returns and Financial Statements for all associated entities.
Then once you are ready, we’re ready!
Now we have the facts we work on our relationship. We won’t leave you wondering how to make the next move. We work with you to make the most effective financial choices to achieve your goals. We are all about equipping you with an understanding of your current situation, explaining how it will or will not enable you to achieve your goals and supporting you with information and advice to make the next move towards living your ideal life with financial security.