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Welcome to your Financial Review

Your financial planning review meeting is an opportunity to highlight the changes in, your personal circumstances, what’s happening in investment markets and tax and superannuation rules. We can then point out opportunities or risks to your existing plan.

We know your time is precious and we want you to get the most out of the meeting so we’ve prepared just two quick and easy questionnaires.

The first is a Five Minute Financial Health Check to confirm your priorities, the second is a Changes Questionnaire that will help us update your information and identify life changes that should be considered in your existing financial plan.

Incidentally just a reminder to read the Financial Services Guide because it contains important information about us and our business

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Our Process

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Read Our

Financial Services Guide

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