What should you expect now, and how do you prepare?

We have put some information together about exactly what financial planning entails. It’s an easy to read overview of the role of a financial planner, and how they work together with you over the long term. Have a read to get a little bit of clarity about the professional partnership you are exploring.

If you are in a committed long term relationship with a significant other (ie living together, shared finances), it is essential that both of you are in attendance at your initial meeting. The financial planner may need to reschedule otherwise.

In order to prepare for that first meeting, you and your partner need to have given some thought as to what you would like from this process. We’ve put together an online questionnaire that we would like each client to complete and submit prior to your appointment. Once you’ve booked your first appointment, you will receive an email from us with a password to access our online Pre-Appointment Questionnaire. You and your partner should log in separately and each complete and submit a questionnaire.

In the meantime, if you have any queries or concerns, please always feel welcome to contact our office on 02 4244 4054 to talk through them. Our kind team are always available to assist wherever possible.

We are looking forward to meeting you, and learning more about your hopes and dreams. We hope we can partner with you and bring them to life.

Pre appointment