So we can provide a plan for your future and you can have a clear vision of where you are going.
How can you help me?
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.
How much money do I need?
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.
Why have you sent me a questionnaire and health check and why do I need to fill this in?
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.
What do I need to bring to my first appointment?
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
Insurance Policy Documents
Investment or Shareholding Statements
Payslips or most recent tax return
What do I need to bring to my Aged Care appointment?
You will need to bring in the following information, where applicable, and any other information you believe might be relevant;
Power of Attorney
Current Bank Statements
Shares and/or Investment documents
Superannuation and/or Income Stream statements
Pension / carers information
How much will it cost me to see you?
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.
*Please note that for appointments for Aged Care a fee may be applicable.