How does it work?
Our process is simple and your first appointment is free!
When you make your first fact-finding appointment with our Financial Planners, there’s no cost or obligation involved, and it’s a really simple process.
Your planner will help you work out your needs and objectives, and if you decide that you need a financial plan, they’ll let you know the cost straight away. Once you’ve agreed on the cost, they’ll then arrange your second appointment to go through your Statement of Advice (SOA).
Call our friendly Client Services team on 1300 65 18 65 to make a free, no obligation appointment with a Financial Planner*.
*Financial planning services may be provided by authorised representatives of the Fund's Administrator and wholly owned company, Statewide Financial Management Services Limited, ABN 69 092 109 209 Australian Financial Services Licence No. 239063 or in their capacity as authorised representatives of Quadrant First Pty Ltd (Quadrant First) ABN 78 102 167 877 AFSL No. 284443. Fees may apply for financial planning advice.