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)

 

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.

 

Albury Office

02 6067 2060

 

Suite 5, 592 Dean Street

Albury NSW 2640

PO Box 1025, Albury NSW 2640

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03 5831 9000

60 Railway Parade

Shepparton VIC 3630

PO Box 1357 Shepparton VIC 3630

 

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                   Shepparton Office

Chalmers Private Wealth Pty Ltd ACN 145 241 210 ATF CPW Unit Trust ABN 36 606 871 308

Authorised Representative of GWM Adviser Services Limited, ACN 002 071 749

An Australian Financial Services Licensee Registered office at 105 - 153 Miller Street North Sydney NSW 2060

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