If you answered yes to these questions, then we'd like to invite you to complete our Prospect Customer Profile. Once returned to our Office, one of our Advisors will review your profile to identify how we can support you.
Once we have received and reviewed your Prospect Customer Profile, we’ll be in touch to organise a 30-minute discussion. Here we’ll chat about your goals, concerns, and challenges.
In this session we’ll identify what we can do to help you, whether this be: tax, bookkeeping, business advisory, accounting, cash flow management services or our Wealth Builder Program.
Using all the information we have collated, we'll compile our recommendations into a proposal. Keeping your goal at the fore-front of our minds!
You’ll receive a proposal which will clearly define what services we recommend, and the costs associated.
Once we receive your acceptance, it’s time for us to get to work and be your essential adviser!