Next steps
This is your opportunity to ask any questions We’ll determine if we can add value to you We’ll book a time to meet and build a plan We’ll send a request to complete a fact find We’ll also request some relevant documents
Your financials
What’s your current financial situation? Do you have a timeframe in mind for achieving your goals? How comfortable are you with investment risk? What are your financial commitments and obligations?
Your goals
What are your short-term financial goals What are your long-term goals? Do you have some milestones you’re planning for? Are there lifestyle goals you’d like to plan for?
Your focus
What prompted you to seek financial advice now? Has there been a recent life event or change? Do you have any specific concerns or challenges? Have you worked with a financial adviser before?
