What should I expect at my initial meeting?

By May 27, 2016 No Comments

What should I expect at my initial meeting?

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We encourage you to ask us all your questions and to ensure we are a good fit for you. You will leave the meeting with a good sense of our business, our experience and our investment philosophy.

We use this meeting as an opportunity to ensure we can add more value in your circumstances than the fee we charge.

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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