Our first meeting

These related documents will help us and you determine what your financial advice needs are.

Please complete the following prior to our first meeting:

Snapshot questionnaire

Cashflow analysis

What to bring to our first meeting:

Our first appointment will last approximately one to one and a half hours in which we will:

    Introduce our services
    Discuss your financial lifestyle goals
    Establish how we can work together to achieve your desired objectives

Our meeting will be enhanced if you can bring any of the following documents that may be relevant to your situation:

Copies of the latest statements for your:

super funds

managed investments
life insurances
health insurances
loans
bank accounts

Copies of the following:

most recent tax returns
recent centrelink/DVA letter

wills and powers of attorney

share portfolio

pay advice slip or salary packaging document

We look forward to working with you!