Meet with your Financial Adviser

To prepare for your first meeting with your Financial Adviser, even the slightest related snippit of information could be helpful. Try to bring along with you as much information as possible related to the topics you are planning to discuss.

It is likely you will provide information on your current personal status, personal details, personal assets, superannuation information if applicable, family business information and any other assets and family estate information.

We will also walk through your goals and objectives relating to your day to day lifestyle as well as future planning.

By clicking on the link below you will be able to view and print a comprehensive checklist to assist with your meeting preparation. If you are unsure or have any questions however, by all means contact your adviser.

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