Financial planning
Your introductory meeting is confirmed
Your appointment details have been emailed. Make sure you pop it into your diary and keep the day and time free.
We will call you on the number you have provided.
As we work towards being able to visualise your financial roadmap, we need to put a pin down on the map and figure out where you are right now.
This meeting is a discussion around your responses to the submitted questionnaire. You do not need to prepare anything for this meeting.
If you do not receive an email notification for this appointment, please call us at 1300 983 942.
Of course, if we can help you with anything at all in the meantime, it would be lovely to hear from you so please call us at 1300 983 942.
Thanks, and looking forward to catching up!
Meet some of our team
1300 983 942
Suite 11-14, 100 Burnett St
Buderim, QLD 4556Monday - Friday
8:30 - 17:00