We are looking forward to welcoming you to our office.
Below are some things to help you prepare for our upcoming meeting.
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 bring 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 :
- Discover more about who we are and how we help our clients
For our Southport office location, see the details below
- Level 2/ 12 Short Street Southport.
- For parking – in Short St or Seabank Lane (metered) or Australia Fair Metro – 2hrs Free
