What to bring to our Meeting

What information will you need prior to your meeting with us?

At our first meeting, we will ask you about where you are now, about your expectations, about how you would like to live your life.

Then we will conduct a process called ‘fact finding’ – where we will ask you about your personal circumstances and help you to determine your attitude towards risk. Your attitude to risk means whether you are conservative in the way you invest, aggressive or somewhere in between.

What will you receive?

During the financial planning process we will give you:

• A Financial Services Guide, which outlines who we are, what we can advise on and how we are paid.
• A written Statement of Advice that outlines the relevant information that you have provided, the advice you have been given and why it is suitable for you (along with how we get paid and any other benefits we may receive).
• A Product Disclosure Statement – if we recommend a financial product. The Product Disclosure Statement gives you information about the product features, fees that apply, any adviser commission, benefits and risks of investing and what to do if you have a complaint.

Remember, it’s important to keep these documents in case you need them in the future.