We are looking forward to meeting you for your appointment.

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.

Also, please click here to open the checklist for what to bring to the meeting.


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 see details below

For parking – in Short St or Seabank Lane (metered) or Australia Fair Metro – 2hrs Free