How do I prepare for my initial meeting?

By May 27, 2016 No Comments

How do I prepare for my initial meeting?

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Before we meet our team will ask you to complete and return our questionnaire.

This enables us to have a better understanding of your most important issues before we meet. If you have the information already collated in another format just send that through – no need to recreate the wheel!

In your Initial Meeting we focus on your concerns and the services and characteristics of your desired advisor rather than collecting basic information. This is why completing and returning your questionnaire is so important.

Our team will confirm your Initial Meeting once we have received your completed questionnaire.

About Claire Mackay

I am a financial planner, SMSF expert and company director. I thrive on providing independent, expert financial advice to my wonderful clients. I was recognised as Financial Planner of the Year 2015 and Investment Adviser of the Year 2014. My website is here

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