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Chat confirmation

Your obligation-free phone chat booking has been confirmed. We’ve sent you the appointment details; please pop it into your diary and keep the day / time free.

It would be great if you could do a little bit of homework before our meeting, as this will help you get the most out of your appointment with your Adviser. All that we’re after is:

  • ID (drivers licence or passport) – as a licensed financial adviser, we need to ensure we check your identity.
  • Membership numbers – copies of any loan, insurance or superannuation statements you have. The latest is ideal, but this is just to get an idea of your situation at this stage.
  • Completion of our short questionnaire (below) – it takes approximately 3 minutes to complete and helps ensure we can make the most of our time together.

If there are any goals you’d like to achieve, let your adviser know as they would love to work with you to achieve them and hopefully set new goals as we help make more possible for you moving forward.

If we can help you with anything at all in the meantime, it would be lovely to hear from you, so please call us on 0422 335 288.

Thanks and looking forward to catching up!