The Process Step 2

The first meeting with your Financial Planner is a chance to discuss your current situation, financial objectives and any questions you might have about superannuation or Centrelink rules. This consultation will usually take at least 90 minutes. We do charge a fee for our time in this consultation meeting.

We want to take the time to understand your situation and highlight any risks and potentially relevant options or strategies. We want to determine whether we are the right financial planners for you, or if it is in your best interests to see another specialist.

It is important to note that in this first meeting we are legally unable to provide personal financial advice, as this must be provided in writing in the form of a Statement of Advice(SOA) document – which is the next step in the process.

At the end of the meeting, we will agree on the next step. There is no obligation to proceed further if that was all you needed.

If we agree to provide advice, we will prepare a Letter of Engagement with a quote, in dollars, to prepare your Statement of Advice.