For more information call us on 02 9821 3483

Step 1: Initial Consultation

An initial consultation that allows us to find out about each other.

 

In this initial consultation we sit down and get to know each other. We talk you through the
Financial Services Guide (Part1 & Part 2). This guide must be provided by law and it outlines our financial services licence, accreditation, how to contact us, the advice we are able to provide, remuneration, privacy policy and complaints procedures.

We will ask you questions like:

1) Why are you seeking financial advice?

2) What are your expectations?

3) Are there specific issues that are of particular importance to you?

4) What are the most important things to you?

5) What are your goals and aspirations whether they are financial or personal?

6) Where do you see yourself in 3, 5 or 10 years?

 

These questions will give us a better understanding of who you are, what is important to you, what you want to achieve and lets us help you bridge the gap in your finances with personal financial advice to cater to your needs.

The Wealthsure AFSL applies to financial product advice only. Please note Mortgage Brokering, General Insurance, Accounting, Legal Document Drafting, Taxation, Real Estate and Business coaching are not considered to be financial products.

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Connect 4 Financial Services Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

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