02 4926 1033

Level 8, 77-79 Hunter Street, (Cnr Hunter & Bolton Streets) Newcastle NSW 2300

Our Process

WE ARE HERE

To help you

We are always approachable and strongly encourage clients to ask questions so they feel confident in understanding the strategies and recommendations we implement.

Our aim is for our clients to feel secure and in control of their financial situation, both today and in the future. This is achieved though an open and ongoing relationship based on trust.

OUR PROCESS FOR

New Clients

After an appointment is scheduled, a confirmation letter and a confidential client profile questionnaire will be sent to you to complete and bring with you to your first appointment.

Your first appointment is free and will be approximately 1 hour. We will cover the following:

  • Your personal and financial situation
  • Financial goals and objectives
  • An introduction to our services and if we can help you meet your goals and objectives

If we determine that we can help and add value to your situation we will provide a written quote to complete a financial plan and provide ongoing services and advice.

READY TO GET STARTED ON YOUR FUTURE FINANCIAL PLANNING?