How does it work?
Our process is simple and your first appointment is complimentary!
When you make your first fact-finding appointment with our Financial Planners, there’s no cost or obligation involved, and it’s a really simple process.
Your planner will help you work out your needs and objectives, and if you decide that you need a financial plan, they’ll let you know the cost straight away. Once you’ve agreed on the cost, they’ll then arrange your second appointment to go through your Statement of Advice (SOA).
Call our friendly Client Services team on 1300 65 18 65 to make a complimentary, no obligation appointment with a Financial Planner*.