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).