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Introductory Meeting

Introductory Meeting

This is a complimentary 1 hour consultation to kick start your financial planning journey. During the meeting we will look at your current financial situation, financial goals, and values. Once we understand this, we will identify any gaps, challenges and possible options. We will also outline where we can add value and what action you need to take.

  • To make this meeting as productive as possible, you should bring along with you the following information:
  • Details of your income
  • Details of your assets and liabilities
  • Details of your superannuation
  • Details of your personal insurance cover
  • List of your current living expenses

While this meeting is not design to provide all of the solutions for your financial goals, at the end of this meeting you should have more clarity on what you are trying to achieve and any gap that you need to address.

Please note that any information discussed during the meeting will be kept confidential.

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