Not only is this a legal requirement to “know your client”, it is also critical to establish why you are seeking advice. At our initial consultation, we identify your goals, objectives and identify financial concerns or issues that may affect your financial situation. Once your initial goals have been identified, we invite you to complete a Client Questionnaire on your current situation.
After the conclusion of your initial consultation, we will advise you on how we can assist you and the associated costs involved in preparing your Statement of Advice (Financial Plan).
You will be provided with an Authority to Proceed to commence your plan.