WHAT TO EXPECT BEFORE YOUR FIRST APPOINTMENT

This meeting is about helping you and your financial adviser understand where you are and how we can help you.

You’ll discuss your current financial situation and discuss topics such as:

  • What’s important to you and your family?
  • Where are you now, and what are your most urgent needs?
  • Where do you want to be and what would you like to achieve in the future?
  • What other issues do we need to consider?
  • What’s your current investment experience and attitude?