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