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Meeting confirmation

Your booking has been confirmed. We’ve emailed your appointment details; please pop it into your diary.

What to bring to your appointment

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 password) – 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. Latest is ideal, but this is just to get an idea 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 to 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 on 0422 335 288.

Thanks, and looking forward to catching up!