How do I know if I should seek advice now?

If you are making decisions about your future, superannuation, investing, property, business structures, retirement timing, or family responsibilities, financial advice will help you get it right from the start. 

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The biggest mistake is often thinking I'm too small or don't have enough money to worry about or doing it through the wrong tax structures.

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What should I bring to the first meeting?

If you have them handy, recent statements for superannuation, investments, home loan details, insurance policies, payslips and some detail on your expenses can really help us get a clear picture of where you are but also, where you're going. Do not stress if you do not have everything. We will guide you and can help find some of this inormation.

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What happens next?

At the end of the initial meeting we will discuss with you what the next step will be. This could be a simple target on what you might need to do before we can provide advice to detailing the entire advice process for you, at this point we will be clear on what the cost of this process will be and there is no obligation that you must proceed to receiving this advice.

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