What to Bring:
Please click here to open the checklist for what to bring to the meeting.
To help us get a head start on the meeting please print and return a quick Personal Snapshot, so that we can tailor the meeting to your circumstances.
The aim of the meeting is quite simply to:
- get a clear and complete picture of your financial world as it is today.
- work with you to develop a clear and complete picture of where you want to be and what your financial world should look like.
- uncover the gaps between the real and the ideal, then discuss the next steps to developing detailed plans, strategies, and investments to help you bridge the gap.
Watch a short video to discover who we are and also how we help our clients
For our Southport office location and street photos see our Contact Page
For parking – Australia Fair Metro – 2hrs Free
https://goo.gl/tCHW9E
