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.
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:
¨ 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.