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Important Documents

GETTING STARTED

Men with Calculator

Financial Services Guide

Download and read our "about us" document via our Financial Services Guide.

Analysing the Numbers

Client Profile

Download our Client Profile, to assist us in understanding your current financial position.  You will also be able to advise us of our short, medium and longer term goals.

Analysing the Data

Authority for information

By providing us with the authority to look into your current super funds and insurance policies, we can provide accurate recommendations.

Internal Dispute Process

NEED ASSISTANCE WITH OUR SERVICE?

Sometimes we may not meet your expectations.  We have a systemised approach to ensure we understand your concerns and deal with your concerns as quickly and efficiently as possible.  Please click the link below to understand our internal dispute system.

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