INITIAL MEETING

Our first meeting is an obligation free discussion at our expense to determine your current situation and establish your financial goals and objectives. This first step is vital for us in learning as much about you and your financial situation as possible. It would greatly assist us if you could bring details of your:-

  • Income, expenses, assets and liabilities;
  • Financial commitments, including mortgage, car loan and credit cards;
  • Savings accounts, superannuation and any investments such as shares or managed funds.