Phone +61 8 9244 4394
info@blueedge.net.au

Christina's background in banking, a Commerce degree from a local university and experience combine to provide a significant resource for those fortunate enough to seek her accumulated talents to address the challenges of today's and tomorrow's financial planning.
Graham Greenhill - Consultant Clinical Pharmacist

What to bring to the Meeting

Once you have contacted us and set up a meeting, we encourage you to gather information that will form the basis of our conversation.

In order that we can get an overview of your financial foundations and focus, here is a list of things that are helpful to bring to the meeting:

Check List

  1. Bring an open heart and curiosity about what the meeting might reveal.
  2. Think about what your goals and dreams are.  What would you like achieve?
  3. Fill out the Goals Clarification Questionnaire. This will be emailed to you once you make an appointment.
  4. Bring a list of your current assets and liabilities.
  5. Bring a list of your personal insurance policies.
  6. Bring a list of your current superannuation arrangements.

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