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What do I need to bring to my first appointment?

Ideally as much information about your current situation as you can easily find. However the most important thing is to consider what your future goals and objectives are.

general

I don’t have a lot of money to invest, do I need to see a financial adviser?

Yes, with our strategic approach to financial advice there are many areas we can supply guidance to help you achieve your goals and objectives.

general

Will there be a fee for our first appointment?

No, there is no fee for the initial consultation.

general

Book a free meeting

Blog Archives

2019
- February
  - Don't short-change your medium-term Goals
2018
- October
  - Market Commentary
- August
  - Making the most of the falling Aussie Dollar
  - 10 Smart Saving Tips!
- April
  - Money Doesn't Grow in the ATM
  - Online Buy Beware
- February
  - Volatility: 10 Key Messages for Investors
2017
- December
  - Happy Holidays 2017
- August
  - Home Ownership in the Spotlight
  - IFS Supports Look Good Feel Better
- July
  - 3 Points for Investors
  - Global Markets Navigate a Sea of Uncertainty
- June
  - Winter Newsletter
- May
  - Your Guide to the Federal Budget
  - BT Budget 2017 Coverage for Investors
- April
  - April Snapshot
- March
  - Aussie Dollar Antics
  - Autumn Newsletter
- February
- January
2016
- November
- October
  - Changes to Centrelink 2016
- September
  - Spring 2016 Snapshot
- August
- July
  - Election results: We don't have a winner, so what happens now?
- June
- May
  - INSIGHT Magazine - The Autumn 2016 Edition
  - 2016-17 Federal Budget Overview
- April
- March
  - Autumn 2016 Snapshot
- February
  - Colonial First State Market View – January 2016
  - Rent exception for Aged Care removed
- January
  - Oliver's Insights
  - Market falls – are investors chasing shadows?
2015
2014
- December
  - Merry Christmas
- November
- October
  - Investment Outlook
  - September Market Update 2014
- September
  - August Market Update 2014
  - September Snapshot- 2014
- August
  - July Market Update
- July
  - July Investment Outlook 2014
  - End Of Financial Year- Economic Review 2013-2014
- June
  - May Market Update
  - June 2014 Update
- May
  - Autumn Edition Of Our Newsletter - Insight
- January
2013
- October
- July
  - June Market Update 2013
  - Our Autumn Newsletter- Insight
- June
  - May Market Update
- March
  - February Market Update
- February
  - January Market Update
- January
2012
- June
  - May Market Update
- May
  - Autumn Newsletter
  - 2012 Federal Budget Summary
- April
  - March Market Update
- March
  - February Market Update
2011
- December
  - November Market Update
- November
  - October Market Update
- August
- May
- February
  - Market Watch March 2011

Book a free meeting

(07) 55 62 2200

Head Office
57/1 Arbour Ave
Robina QLD 4226
Ph: (07) 5562 2200
Email: enquiriesinfinancial.com.au

Authorised Representative of IFS Private Wealth Pty Ltd

ABN 29 628 093 363 AFSL 511051

What do I need to bring to my first appointment?

I don’t have a lot of money to invest, do I need to see a financial adviser?

Will there be a fee for our first appointment?

Book a free meeting

Blog Archives

Book a free meeting

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