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Let us help you take the hard work out of your financials

Feel free to call with any questions or to make a time to meet

Things to remember before we meet
Before we meet

Before we meet

To start with, we will have an initial phone call to learn more about your situation and how we can help. If you like our approach we’ll set up a time to meet.

We understand you are extremely busy and want to make good use of your time with us.  It would be useful to bring to our first meeting:

  • 3 forms of identification – drivers licence, passport and Medicare card
  • Your last 2 payslips
  • Last year’s group certificate
  • An understanding of your monthly expenses
  • A bank statement showing your savings
  • And for businesses, the last 2 years business tax returns
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