Your Forward Planning Meeting
Thanks for booking in to meet with us here at Stream Financial, we’re looking forward to being able to help!
In our meeting we’ll be taking a step back and looking at the big picture – making sure that you’re on track achieving you goals, what more we might be able to do to get there faster, or more comfortably. We’ll also be making sure that we’re up to date with any changes that may have happened in your world that we might need to be aware of, or even changing or adding to some of the goals we work on together.
Forward Planning Meetings are crucial to the success of us working together, and the achievement of your most important goals. These meetings are aimed at keeping everyone accountable and focused on your individual and unique goals and objectives and by keeping them priority, and not forgotten about.
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.
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!
“First with the head, then with the heart, you’ll be ahead from the start.”
― Bryce Courtenay
Suite 14 /100 Burnett Street
Buderim QLD 4556
1300 983 928
1300 983 968