Sunday, June 26, 2022
Begin planning your financial future today.
Make an appointment on 07 4153 5558.
2017 Advice Evolution Awards Practice of the year
The First Meeting - What to Bring. What to Expect.

Before the first meeting, you should consider what you want to achieve and make note of your current assets and financial commitments. Bringing along any documents you think relevant such as:

  • Tax returns
  • Bank Account,  Investment and Superannuation statements
  • Insurance policies
  • Mortgage Details

At our meeting, these enable us to gain an understanding of your financial situation and we’ll explore your financial needs and goals as a basis for formulating the best workable strategy for you.

We will outline the next steps that can be taken and give you an estimate of the professional fees that are applicable.

On Agreement, we’ll develop a strategy for your situation and present it in a written Statement of Advice. If you are comfortable this, we will implement the advice.

From there, a regular strategic review is advisable and adaptions made as your circumstances change.


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