Frequently asked questions

What do I bring to my first appointment?

  • Identification - Driver licence or passport
  • Superannuation - A recent statement or details of any superannuation funds you hold
  • Insurance - A policy summary or details of any personal insurances you hold
  • Income - Details of your income or a copy of your last tax return
  • Investments - A recent statement or details of any investments you hold, such as managed funds or direct shares
  • Personal Assets - A valuation of your personal assets, such as bank accounts, annuities, term deposits etc
  • Business - Details of entities such as a company or trust and applicable financial statements

What will an appointment with a Financial Adviser cost me?

Your first consultation with our Financial Planner is absolutely cost and obligation free! After this meeting, you can decide whether you would like to proceed with our advice process and if you choose to walk away, there are no obligations or costs to you.

If I choose to proceed with receiving financial advice, what is the cost?

As all clients are at different stages of life and have different goals, the cost of advice will depend on the type and complexity of advice provided. Any costs going forward will be disclosed at your initial meeting and there are no obligations if you choose not to proceed after the first meeting.

If your question isn't listed above or you require further clarification please don't hesitate to contact our office by clicking here.

Do you have a Financial Services Guide?

Of course! Please click here to view this document or phone our office on 07 5479 3586 to request a copy.