What to expect at your first meeting
Below we list some of the things you should consider prior to your initial meeting with your Invest View Advisor.
Everyone's needs are different which means no two appointments are ever the same. Before you meet us it's worth asking yourself what you really want to get from the meeting.
The process for a new client
- Contact Invest View to arrange an obligation free meeting with an experienced Invest View Wealth Advisor. For an obligation free meeting with an experienced Invest View Wealth Adviser, call today on (02) 9326 6266 or email us.
- Prepare and bring your financial information to the meeting (include information about your income and expenses, assets and liabilities, super statements, insurance policies, etc). Please see below for more details.
- Meet face to face with one of our friendly, qualified advisers who will look at your total financial and personal situation, taking into consideration your needs, goals and objectives. This should take approx. 1 hour.
- Once this analysis has taken place, your Invest View Wealth Advisor can devise a comprehensive financial plan, tailored for your individual needs.
- Working with you, your Invest View Wealth Advisor can assist you to implement your financial plan
- Through regular communications (phone, email, meetings), our advisors will provide an ongoing monitoring service and will update of your plan to ensure you are effectively building and protecting your wealth.
We are different
If this sounds unusual coming from a financial planning business, perhaps you should talk to us. We really are different. Call us today on (02) 9326 6266 or email us.