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Tools
Once you’ve attended your Discovery Seminar and The Right Fit appointment you may decide to provide us with some details about your personal situation which we can then use to formulate some possible strategies for you.
To make this process easier you can now access the necessary documents and complete your Budget Calculator online. Once you’ve completed your Budget and Client Profile just gather the information on the Things to bring list and your ready for the next step, your Permission to Dream appointment.
Understanding Series
Here you can download the Understanding Series document that suits your situation.
Online Budget Calculator
This interactive form may be used to assist in calculating an accurate estimate of your annual expenditure.
Client Profile Form
This Client Profile Form is in “Word” format. You can download, print and fill it in then bring it with you when you visit or simply post it to us.
Things to bring
Your personalised strategy will be tailored to your circumstances and goals.
General Authority Statement
This General Authority Statement document is in “Word” format. You can download, print and sign it then bring it with you when you visit or simply post it to us.
Financial Services Guide
A guide to help you understand the services we offer.
Privacy Statement
Protecting your personal information is our priority.
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