Our Financial Planners can meet with you personally at our Camberwell and Moonee Ponds offices, after our seminars in regional Victoria, or consult with you over the phone.
Our Financial Planners take the time to understand your current financial position, to ensure they are providing the most appropriate advice. They will work with you to establish your financial needs and goals, before developing a strategy for you to achieve these goals. To ensure you receive relevant and ethical advice, our Financial Planners do not receive commission on the investments they recommend.
What To Expect:
Most initial consultations take around 60 minutes.
Advice is offered at the pace and level of detail you feel comfortable with.
Our Financial Planners can help you to create a financial plan, and help you implement it.
Initial consultations cost $150 (including GST).
What To Bring To Your Consultation:
Your Fact Finder and Risk Profiler forms. When you make an appointment, your Financial Planner will send you two forms to help accurately assess your financial situation. Click on the links above to download these forms.
Recent pay slips.
Bank statements.
Superannuation statements.
Details of other investments or any information you think is relevant to your financial circumstances.
Further Information
How To Arrange A Consultation: To make an appointment with one of our qualified and experienced Financial Planners, call 1300 654 193 and choose option 1.
Downloads
Our Terms and Conditions, which consist of Part A – Product Information, Part B – Fees and Charges and where applicable Part C – Interest Rates, should be considered before acquiring a product:
