Once you have attended our Common Sense Investing information evening and The Right Fit appointment, you may decide to provide us with some details about your personal situation which we can use to formulate some possible strategies for you. To make this process easier you can now access the necessary documents and download your Budget Calculator. Once you have completed your Budget Calculator and Client Profile, gather the information on the Things to bring list and you are ready for the next step, your Big Picture appointment.
Understanding Series Click here to download the Understanding Series document that suits your situation
Budget Calculator Download the interactive form here 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 complete the form, then bring it with you on your next visit or mail it to us. download it
Things to bring Your personalised strategy will be tailored to your circumstances and goals. View this content online or download it
Financial Service Guide A guide to help you understand the services we offer for Geelong: download it
A guide to help you understand the services we offer for Colac and Hamilton: download it
A guide to help you understand the services we offer for Richmond: download it
Privacy Statement Protecting your personal information is our priority. View this content online or download it
MLC Website Link Click here to visit The MLC website
E-books Not sure where to start? Try our free eBooks on a range of topics:
- Starting Out in Financial Planning, Click here to download it
- Wealth Accumulation Click here to download it
- Transition to Retirement, Click here to download it
- A Practical Guide to Estate Planning, Click here to download it