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Complimentary initial consultation

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What to bring to our first meeting

  • Your current Superannuation Statements
  • Your current Personal Insurance Statements (i.e. Life, Total and Permanent Disability, Income Protection, Trauma Insurance).
  • Your Last Tax Return
  • Copy of documents for any investments you may hold
  • Any other financial information you feel would be relevant for our meeting.

If you have time prior to our meeting, you may also like to complete our Risk Profile Questionnaire

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