Would you like to know how we can help you?

Before we arrange a time to have a no-obligation, no-cost, no-sales introductory call, first, can you please tell us a bit about yourself?

Please note, the more detail you provide in the answers below, the more valuable the time we spend together will be. Anything we discuss is confidential.

Name

First Name

Last Name

Phone

(###)

###

####

What's the reason you've reached out? Is there a catalyst? Is something keeping you up at night?

Super is the fundamental thing we help clients with, as such it'very important to understand yours. The more detail you provide, the better. Please confirm your superfund/s, your investment option/s and your approximate balance/s.

How old are you?

Are you retired or do you work? If so, what is your profession and approximate annual income?

Do you have any existing investments? (Stocks, Investment Properties, ETFs). If so, please supply approximate values & descriptions. The more detail you provide, the more valuable our discussion will be.

Do you currently have any insurances? These are commonly through your super and include Life, TPD, Income Protection or Trauma insurances.

Where do you live?

Do you own your own home and if so, do you have a mortgage?

What's something you do for fun? (Do you read, cycle, golf, enjoy cooking, spending time with family, play an instrument, support a particular sport or team, have a favourite band?)

Would you like to know how we can help you?

Contact

Hours

Disclaimers