Our Process

What to bring to your first appointment?

Bringing appropriate documentation to the appointment will help us make the most of our time together.

Here is a brief checklist of information and documents to bring:

➣  Recent pay slips

➣  Recent pay slips for your partner if you are looking at joint investments

➣  Existing Superannuation statements

➣  Loan and Credit Card statements

➣  Policies / statements

➣  Related to current investments