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Preparing for your first appointment

"Success is where preparation and opportunity meet." Bobby Unser

Before your appointment

Once your appointment has been booked, we will send you a short "Pre-Appointment Questionnaire" that will ask you about your:

 

  • Reasons for seeking advice

  • Finances (assets, liabilities, investments and cash flow)

  • Insurances that you may have in place

  • Children and dependants (if applicable)

  • Estate planning (Wills)

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It also includes a checklist of documents for you to gather.

 

 

Getting this information to us prior to your appointment will give us time to review your information, and have a more targeted conversation during our appointment.

 

 

Your first appointment is the first step in building a trusting relationship, and is obligation free.

 

 

We suggest you allow 60 - 90 minutes for your first appointment.

 

 

To learn more about our life & financial planning process, click the button.

 

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Chalmers Private Wealth Pty Ltd

ABN  97 145 241 210 

Authorised Representative of CPW Advisory Pty Ltd, ACN 644 663 758

An Australian Financial Services Licensee

Registered office at 60 Railway Parade Shepparton VIC 3630

Photo Credits: Most of our beautiful photos are of the Goulburn Valley region, taken by locals. 

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