FAQs | Frequently Asked Questions
So we can provide a plan for your future and you can have a clear vision of where you are going.
We can help you to understand your full potential and are there in your corner cheering you on as you achieve your goals in life.
It’s not all about the money, we want to help you achieve your goals in life. So you can have nothing to a million dollars, we are here to help.
So we know a little bit more about you. Instead of asking you a lot of questions when you are with us, we already know this information and the appointment is more focused on YOU and what you want to achieve in life.
Just you, as you have already provided the information in the questionnaire and health check. If you haven't filled in the questionnaire and health check, it would be great if you could bring in the following.
- Bank and Loan Statements
- Super Statements
- Insurance Policy Documents
- Investment or Shareholding Statements
- Payslips or most recent tax return
On us 🙂
The initial meeting and follow up meeting is on us.
All fees will be discussed and agreed with you before taking the next steps.