The Process Step 1

When you make your first inquiry, either by phone or via the contact page, we will follow up with a few questions about why you are seeking our advice and your current circumstances. Once we have determined that we are well positioned to assist you, we’ll make you an appointment with one of our qualified Financial Planners and send you an information pack.

This contains:

  • Our Financial Services Guide (FSG) with information about our License and your Financial Planner
  • Our fee structure
  • A checklist of what to bring with you to your initial consultation
  • Directions to our office