Elements of a Financial Plan

Cash flow management

It's not about how much you earn but what you do with it.

I help reduce your debt and save money instead.

I recommend investments that suit your objectives and your tolerance to risk.

I ensure you have vital financial protection in the event of sickness or accident.

I help you take control of your super to achieve your financial goals.

Financial freedom is the goal. I help you realise the retirement you’ve always dreamed about.

Discovery Meeting Booking Form

Name

First Name

Last Name

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Questions

In order for us to gain a better understanding of you current situation, please complete the following questions.

What are you looking to achieve?

What prompted you to contact us?

What is your current financial situation?

Timeframe to start – is this a sooner thing or a later thing?