Make the most of your initial meeting

We understand your time is valuable and we want to make sure you get the most out of your initial meeting.

You’ve booked your first meeting. What now?

If you are meeting a financial adviser for the first time, it can be exciting as well as a bit daunting. Exciting because you are all charged up to get your financial position in order and daunting because you might not know what to expect.

What to expect

At our first meeting we’ll spend between 1-2 hours getting to know you – where you’ve come from, what you value in life, what you’re planning in the short term and what you want to achieve in the long term. This will ensure we are in a position to develop a financial solution that is truly tailored for you.

You will also get to learn more about us – who we are, where we’ve come from, what we stand for, how we can help you and how much we charge. Remember that the cost of your first meeting is covered by us and is completely obligation free.

To obtain an overview of our Licensee, the advice services we can provide, our qualifications, our initial and ongoing fee ranges as well as a range of other areas, you can refer to our Financial Services Guide (FSG), any time.

How to prepare

To provide you with the best possible advice and service, we want to get to the heart of your goals, dreams and aspirations. Having a good understanding of your current situation, both personally and financially, and being prepared for an open and honest conversation, is key to getting the most out of your first meeting experience and the foundation of building a truly meaningful and valuable relationship with us.

It’s a good idea to start thinking about:

• What your current lifestyle looks like?
• What your ideal lifestyle looks like in 1, 5, 10 or 15 years?
• What personal and financial goals you want to achieve both now and into the future?
• What are your current concerns or challenges?
• What’s the most important thing we could solve for you?

What to bring

While the average firm can take more than 6 months to implement your plan, our decades of experience has shown information provided upfront leads to faster advice implementation. That’s why we provide a personalised list of tasks to complete prior the initial meeting as well as a $500 discount to the initial advice fee if all information is provided before the initial meeting. You can find this personalised checklist of tasks in the engagement letter issued to you before the initial meeting.

However, we understand we haven’t met in person yet! If you’re unsure about sharing anything now, bring it to the meeting. It’s worthwhile bringing along as much information about your financial situation as possible. This might include:

• Details on your income, expenses and savings
• Your most recent super fund(s) statements
• Your most recent life insurance policy statements
• Bank balances
• Information about any debt you have
• Details of your existing investments

Finding us

You may find it helpful to familarise yourself with finding our office as it can be a bit tricky on the first occasion.

However, we are confident the views and service will be worth your time and effort in finding us.

We are here to help you so walk into your appointment with confidence and excitement!