Thank you for visiting our ‘Welcome’ Page

 

On this page you can access further information about our practice, our advisers and office locations.

Please also take a few minutes to provide us with helpful information by following the links to our questionnaires.

Some ideas of what to bring to the meeting:

 

  • Details of existing investments (bank accounts, shares, managed funds, investment property)
  • Details of superannuation funds (the most recent statement if available)
  • Details of any liabilities (balance of any mortgages / loans, interest rates, remaining term etc)
  • Your main goals and objectives (eg: reduce debts, increase tax efficiency, save for a specific goal, protect existing assets / lifestyle, plan for retirement)
  • Details of any structures you may have that are not invested in your name (eg. trusts, companies, Self-Managed Super Fund).
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We know it can be difficult to find a financial planner you trust, which is why we are proud that our clients recommend us so highly!

Check out our Client testimonials page by clicking HERE to see what some of our existing clients have to say!