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Getting to Know You

Getting to Know You

The first step in creating a plan for a better financial future is getting to know you. There is no point in doing anything if we don’t know about you, your family and your needs and goals. So the first step in our Life Plan process is Getting to Know you.

The process involves building a picture of where you are at right now and where you want to go. this is quite involved and we request you complete your details on our special Needs Analysis form which will give is most of the information we need.

The areas we look at are;

  • Your current age and income details
  • Family information
  • Assets and Liabilities
  • How much tax you pay
  • How much Super you have
  • The amount of protective insurances you have
  • Your Goals and what you want to achieve from this

Once this is compiled we can then commence to create a picture of where you are at right now and where you want to be in the future.

Click Here to being the process and complete our secure online Needs Analysis form which will be the first step to creating a wealthier future.

CALL 1300 654 888 NOW for your ‘Free Life’ Plan or complete the form on this page

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