We are looking forward to meeting you online

We use Microsoft Teams for our online meetings, so please add the app to your phone, iPad or PC in advance.

 

The aim of our meeting is simple:

  • To gain a clear and complete understanding of your current financial position. To begin this process, please complete our online information form in advance.
  • To explore what truly matters to you, consider goals that will require money, planning, or advice to achieve.
  • To determine whether we are the right fit to support you in achieving those goals and helping you build financial confidence moving forward.

Some things to have prior to the meeting:

  • A copy of your current driver’s license
  • Your superannuation provider and member number
  • Your insurance provider and policy number

Short Videos :

We look forward to meeting you soon!