Our First Meeting – What to expect?
At our first meeting we can discuss any financial topic including:
•Superannuation and Pensions.
•Retirement (including transition to retirement).
•Investment (and how our investment committee works).
•Insurance (both personal and business).
•Estate Planning (Wills etc).
•Cash flow management.
Or anything else that will help you achieve your goals.
Please bring along any relevant documentation relating to your current situation.