Your journey begins here
Before we can give you answers, we need to know what is troubling you.
In this form we ask that you detail your question(s) with as much information as you believe necessary to recieve the answer you are looking for.
As this is general information only, there is no need to detail your full financial situation, needs, goals and objectives. If you are seeking advice which takes into account these elements, please refer to our Tailored Advice offering for a more comprehensive financial plan.
Cost
The cost for your 45 minute Zoom consultation is $195 inc. GST. A secure payment method is provided upon booking your time slot.
Booking your time slot
Post completion of this form, you will be invited to book a time for your consultation via our automatic calendar booking system.
The duration of the consultation is an hour and is done via Zoom. Please ensure you have access to a computer with a camera and a microphone.
Please have your ID ready
Please have a copy of your ID ready to view for verification purposes.
General advice only
The advice you will receive is general in nature only. I am there to educate you so you are empowered to make your own financial decisions. This means:
- The advice is given without taking into consideration your objectives, financial situation or needs;
- You should, therefore, consider the appropriateness of the advice, in light of your own objectives, financial situation or needs, before acting on the advice; and
- If the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain a copy of the Product Disclosure Statement (PDS) and Target Market Determination (TMD) (if required) relating to the product and consider the PDS before making any decision about whether to acquire the product.
Financial Services Guide (FSG)
Our FSG explains the financial services offered, the fees charged and how we deal with complaints. You can download a copy of our FSG at guidedinvestor.com.au/about/fsg/. Please do so prior to our meeting.
Privacy Policy
Our Privacy Policy explains how we will collect, store, verify, use and disclose the information we hold about you and the conditions under which your information may be accessed. You can download a copy of our Privacy Policy at guidedinvestor.com.au/about/privacypolicy/.
What happens after the consultation?
Where appropriate, we will email you any reference material for further understanding.
Ready to get started? Let's go!