Frequently Asked Questions

Will the first meeting cost me anything?

No. We pay for this. The first meeting is for you to share the financial topics that you are interested in. We can then ensure that we can add value to your situation before going to the next stage.

How long is my first meeting?

We allow approximately an hour and a half.

What do I need to bring to my first meeting?

Details of any insurances, superannuation, investments and loans you have.

Where can I park?

We have parking available at the front of our offices on Greenhill Road and parking at the rear of our office in Greenhill Lane. Please note that Greenhill Road is a clearway before 10.00am and after 3.00pm.
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Do you have to place business with certain companies?

Definitely not. Our primary duty is to our clients and we only recommend products and services that are appropriate to our client’s needs.

Still have questions?