Documents & Tools

We have added some important documents and tools that may be useful for you! Please see below:

 
 
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Budget Calculator

We have created this handy little budget calculator to help you see exactly where your money is going! If you'd like to discuss your results and see if we can be of any assistance in helping you improve your finances and achieve your financial goals, please don't hesitate to give our friendly team a call on (07) 5479 3586.

 
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Fact Finder

Completing this document with as much detail as possible will ensure that we have a comprehensive outline of your current situation/objectives and allow us to provide appropriate advice specifically tailored to you.

By completing this document prior to our initial meeting, we will have a clear view of what you are looking to achieve. This will save time and ensure that we can focus on your specific needs during our meeting. 

All information obtained in this document will remain strictly confidential. 

 
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Financial Services Guide

The purpose of this Financial Services Guide (FSG) is to help you make an informed decision about the services we offer and whether they are suited appropriately to meet your needs. This FSG provides you with important information on how to engage with your adviser.