Starting Out
If you are considering seeking out financial advice and want us to work with you, here is a short list of things that we recommend you do in order to get the ball rolling:
- Email us your contact details and we will send you information to get you started.
- We will schedule with you a 15 minute chat with our qualified financial planner. This will be of a general nature.
- Alternatively, if you are confident with making decisions and wish to commence the preliminary steps to securing your financial future and happy to collate information that will assist us, you can ask for a secure login through which we can transfer encrypted files back and forth. In the mean time you can read the following documents and we will schedule an appointment for your initial meeting.
- Financial Services & Credit Guide - Download and read.
- Financial Planning Process - Read and understand
- Client Questionnaire Part A - Download and spend some time completing.
- Return Questionnaire to us at least 48 hours before meeting.
- Prepare Financial Information for first meeting.
Your privacy is important to us and Charter Financial Planning, which is part of AMP. You may request access to your personal information at any time by calling us on (03) 6229 8588 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.
