What to Bring to Your Appointment

It would be great if you could do a little bit of homework before our meeting, as this will help you get the most out of your appointment with your Adviser.

All that we’re after is:

• ID – Drivers Licence or Passport – as licensed financial adviser, we need to ensure we check your identity.
• Membership Numbers – copies of any loan, insurance, or superannuation statements you have. Latest is ideal, but this is just to get an idea at this stage.
• Please complete this short questionnaire. It takes approximately 3 minutes to complete and helps ensure we can make the most of our time together.

With this said, we love to challenge our clients, and welcome any challenge you set for us.

If there are any goals you’d like to achieve, let your adviser know as they would love to work with you to achieve them, and hopefully set new goals as we help to make more possible for you moving forward.

If we can help you with anything at all in the meantime, it would be lovely to hear from you so please call on 1300 983 942.

Thanks, and looking forward to catching up!