Making an Appointment

 

Appointments at our main office in St Kilda Rd can be made between 8.30 am and 4.30 pm from Monday to Friday.

The normal appointment time is one hour. All appointments are arranged through our St Kilda Rd office by phoning (03) 9820 8088.

Our appointment numbers tend to be large so please give us as much notice as you can. If you are a country client or resident coming to Melbourne for other purposes we will try hard to fit you in on a day you are coming down.

What to Bring to a First Appointment

Most first appointments involve a general discussion of your situation, needs and objectives – the reasons you are seeking advice. While the relevant information needed will vary from situation to situation the following will assist us in most situations:

 

¨ Superannuation

¨ Copies of the most recent statement(s) from your superannuation fund(s).

¨ In the case of Victorian Government Superannuation Members a copy of the most recent Annual Benefit Summary from the Fund is most useful.

 

¨ Capital and Income Position Summary information covering:

¨ Capital assets such as property, shares, managed investments, term deposits and cash deposits.

¨ Any loans or other debt.

¨ Information relating to your income including a recent payslip.

Appointments

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Retirement Victoria is the business name of Retirement Victoria Pty Ltd (ABN 11 132 109 114) which is a corporate authorised representative of the licence holder Millennium3 Financial Services Pty Ltd (ABN 61 094 529 987) (AFSL244252)

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OUR SERVICES

Level 3, 432 St Kilda Rd.
Melbourne 3004

 

Phone: 03 9820 8088
Fax: 03 9820 8588

 

reception@retirevic.com.au

Office and Telephone Hours
Monday to Thursday
8.00 am - 4.45 pm

Friday 8:00am—4:15pm