Getting to Know You

If you are interested in talking to us about the services we provide, be assured that your initial meeting with us will be absolutely free, completely confidential and without obligation to proceed any further.


Once we have agreed a time to meet, we will send you a list of questions you will need to consider before our initial meeting.  This information is necessary to ensure that we can have a productive and fully informed first meeting.


Things we need to know would include the following:

  • Marital status.
  • Number of children and dates of birth.
  • Employment income.
  • Investment assets such as bank deposits, shares and property.
  • Any amounts owing and reason for the debt.
  • Current surplus income.
  • Superannuation balances and contribution amounts (over last 3 years).
  • Years to retirement.
  • Expected income needs in retirement.
  • Lump sum spending prior to and at retirement.
  • Your attitude to investing including how much risk you are prepared to take.
  • Your expectations of a financial adviser and need for a professional client service relationship.


At the meeting we will determine if our services are appropriate for you and you can decide if you wish to proceed to the next step which is for us to prepare written advice.


The function of economic forecasting is to make astrology look respectable.

- John Kenneth Galbraith



Online Enquiry
* Required fields

x close
Heritage Private Wealth Pty Ltd | ACN 600 874 673 | AFSL No. 468749