pre appointment

Our initial meeting is a chance to get to know each other, to understand what is important to you and to see if we can add value through our advice and services. There is no cost to you for this meeting, and while we certainly hope we can work together, there will be no pressure or obligation for you to engage our services.

Before We Meet

Prior to our first meeting, we ask that each person attending our meeting gather their thoughts, log into this form separately and submit separately.

Please note: As we do not store your information on our website, you are not able to save your answers as you go. You may like to print the form, so that you can familiarise yourself with the questions and give some thought to them prior to completing them.

  • MM slash DD slash YYYY
  • Examples:
    - Within 5 years I would like the financial freedom to leave my job and start a new business;
    - I would like to travel around Australia for 6 months;
    - I would like the freedom to retire!
  • Thank you for taking the time to complete this form. The information you have provided helps us to begin to understand your financial situation in greater detail, which means we can spend more time in our appointment getting to know you, understanding what drives you, and beginning to build ideas and strategies to manage your financial future.

    We also appreciate that this information is very personal, and we take confidentiality extremely seriously. The information you have provided is not stored on our site. This information will not be shared at ANY time outside of our financial planning team, unless you have given us express written permission to do so.