Nothing.
We have everything required in our office. Just make sure you’ve completed and returned the Client Data Snapshot prior to the meeting.
These meetings take at least an hour. The length of the meeting can depend on your situation and the complexities of the strategies involved.
The cost is on us for the first meeting, that way we can ensure we are the right people to help your situation.
If, after your financial advisor has detailed how My Wealth Solutions can help your financial future you decide that you wouldn’t like to proceed then that is okay. The first meeting is completely obligation free.
No financial knowledge is needed. Our Financial Advisors pride themselves on their ability to speak in a simplified manner to ensure that you understand. An added bonus is that you’re also learning what is happening in your financial world from a different perspective.
We have a car park marked ‘MWS Parking Only’ out the front of the building for those that are driving in.
What you’ll get out of the meeting will depend on your individual circumstances but it can include the following:
- A clear picture of your current financial situation
- Answers to your concerns and questions
- A holistic approach to your financial plan and your financial future
- Guidance and support for designing and setting your financial goals and objectives
- An outline of the strategies discussed to create your clear financial roadmap for you to take away
We will never take on a client who we believe we can’t help. If, after the first meeting you believe we’re of no help to your financial situation we will do our best to refer you to someone that can help.