how we can help

WE PROVIDE HOLISTIC AND TAILORED ADVICE.

To be an effective partner, we need to know you and your goals. It all starts with a conversation — about you, your family, your future, and your goals in life.

The best way to get started is to simply phone us on 0498 12 14 16, or contact us via email/contact form. We’ll get together for a no-obligation face-to-face chat, video, or phone meeting.

PREPARING FOR YOUR FIRST MEETING

Items to prepare:

When coming to your initial consultation, it would be good if you had details of the following (where applicable) with you at the time:

 

  • Statements for existing investments and superannuation funds
  • Details of any life, disability, trauma, and income protection insurance that you hold
  • Approximate balances of any loans and indicative interest rates
  • Estimates of gross employment income
  • An idea of your total annual living expenses
  • Recent pay slips or tax returns for companies, trusts, and Self-Managed Super Funds

Your financial advisor will want to know you as a person — not just as a client.

Your first meeting with your Financial Advisor marks the beginning of an important professional relationship. Just as you trust your doctor with your health and your mechanic with your car, you’ll be entrusting your Financial Advisor with something of great value too — your financial goals and dreams.

Meeting with a Financial Advisor for the first time, you can expect a friendly, casual conversation — you’re just getting to know each other. There’s no obligation, no pressure, no judgment — and no fee for your first meeting. You should be candid about your level of investing experience, overall financial situation, and financial goals. You should also feel comfortable to ask as many questions as you’d like.

To prepare, you’ll need to think about what you want to achieve, such as your short-term and long-term goals, the kind of lifestyle you want now and in the future, and what you want to change.

In advance of the meeting, your Financial Advisor should send you a checklist of items to have ready, including your ID and select financial documentation. That said, your Financial Advisor will have a deep respect for your privacy and personal information and honor your confidentiality. Personal information can be shared whenever you feel you are ready.

GETTING READY

Questions to think about in advance of the meeting.

If you haven’t already, think about the priorities you have for your financial future. Come prepared to answer these questions:

  • What worries you when you think about finances?
  • Was there a recent event that caused you to consider seeking advice?
  • Are you saving for a child’s or grandchild’s education?
  • Are you getting the personal attention you need from your advisor?
  • Are you considering purchasing a new home?
  • Are there any possible health or external issues that may impact your finances?
  • What would you like to do when you retire?
  • How can you plan now to ensure your legacy is the one you envision?

It is a good idea to make up a list that contains the financial goals that you wish to have — just so you don’t forget anything during your meeting.

ARE WE THE RIGHT PEOPLE TO WORK WITH YOU?

At the initial consultation we provide you with a Financial Services Guide (FSG), as required of us by law. The purpose of a FSG is to give you sufficient information to enable you to decide whether to obtain financial services from the us, the specified provider.

YOUR NEXT STEP

READ OUR DISCUSSION ABOUT THE FINANCIAL LIFE STAGES AND UNDERSTAND HOW EACH STAGE TIES TO YOUR FINANCIAL NEEDS.