We spend a lot of time getting to know our clients so that we can build sound, long term relationships with them. The first steps will be taken at our first meeting, where we will discuss your personal and financial needs, goals and aspirations. Understanding what make our clients tick, and what they hope to achieve, is one of the key components when designing solutions tailored specifically to your needs.
At our first meeting we will also gather information on your personal and financial situation to ensure that we have a clear understanding of your financial position.
It would be helpful if you could bring the following items to your first appointment.
If there is anything else you have that you believe may impact on our assessment of your situation, please bring the details along. For example, if you have a Family Trust or a Company please bring any income, taxation and investment details to the meeting.