- Phone Adrian on 0414 857 165
- Office address: 7/32 Orwell Street, , Potts Point, NSW 2011
- Postal address: PO Box 1086, Potts Point, NSW, 2011
- adrian@advocatefinancial.com.au
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