Getting Started

We know your time is important and we want you to get the most out of our initial meeting, so to assist us in getting to know you we’ve prepared two quick and easy questionnaires for you to complete.

  • The first one is a ‘5-Minute Financial Health Check’ to determine your financial priorities.
  • The second one is our ‘About You Questionnaire’. This will take no more than 15 minutes.
Click here to start the questionnaires. 

Please read the Financial Services Guide as it contains important information about us and our business.