Contact wealth advisory
Selecting a financial advisor is a very important decision. You need to learn enough about our approach and capabilities to become comfortable that we are the right advisors for you. We need to learn more about your situation to ensure that there’s sufficient scope for us to add value. It is therefore important that we both spend a bit of time upfront (prior to making any decisions) learning about each other. This may involve some face-to-face meetings and telephone conversations. Of course, this is undertaken on a complementary basis.
The first step in this process is for you to complete our Client Questionnaire. Click on one of the buttons below and complete either the short (online form) or full PDF questionnaire (PDF questionnaire can be completed electronically). The more information you can provide us upfront, the better. Therefore, if you have time, please complete the full PDF questionnaire and email (or fax/post) it to us (you should be able to complete the PDF questionnaire using your computer). We will contact you to arrange your initial consultation. Alternatively, call us on 1300 880 224. Short Online QuestionnaireFull Excel Questionnaire
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