STEP TYPE
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Have you ever had professional financial advice?

STARTER PACKS
2 / 4

Great, here is a good way to start

STEP TYPE
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Tell us what you need

STEP TYPE
3 / 4

What is your current Super Balance?

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STEP TYPE
3 / 4

How quickly would you like to improve your long-term financial strategy?

STEP TYPE
3 / 4

How quickly would you like to improve your long-term financial strategy?

We can not wait to meet you.

What is Next

1
Setting the Direction (risk profile and fact find) $490 +GST
2
Formal advice (cost depending on complexity) $2500-$5000 +GST. Possibly paid out of super
3
Implementation
Confirmation
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We can not wait to meet you.

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Confirmation
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