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Step 2: Fact Finding

We will collect all the information we need from you (sometimes called 'fact finding')


After we have gotten to know each other and discovered what your goals, objectives and aspirations are we start collecting some facts and figures from you.

This will allow us to identify what you have, where you want to be and how we can bridge that gap.


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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