Your complimentary initial consultation with a financial planner will give you a chance to get to know each other.
They will explain how the financial advice service works, and how it can work for you. You’ll have the opportunity to talk about your current financial situation and your financial goals.
There’s no obligation to do any sort of preparation, but you may want to start by taking our financial health check. It will help you understand what types of financial planning services may be most appropriate for you.