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

“I liked the way that you spoke at the beginning about your plans etc, what you are hoping to achieve. The fact that you have accumulated wealth- but is that success? It is always good to know if people giving advice actually accumulate wealth themselves. A totally different way of looking at success, not the usual way of approaching financial planning“
Susan Leighton - Restaurant Owner

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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