Getting To Know You

During your initial free-of-charge consultation with KWM Financial Consultants, we take the time to accurately assess your current financial situation and listen carefully when you tell us about your future goals and aspirations.

All information is treated with the strictest of confidence, but it is essential that we get to know you personally - as well as ascertaining the facts - to tailor a plan which fits your circumstances and lifestyle goals. Naturally, this initial meeting places you under no obligation to proceed.

Styles of questions may include:

  • Age, income and number of dependents
  • What are your current assets and liabilities?
  • What are you short-term financial goals?
  • What are your long-term lifestyle aspirations?
  • At what age would you like to retire?
  • Is owning investment property important to you?
  • How do you feel about other types of investments such as shares?
  • What is your current ownership structure of assets?

To organise your obligation-free initial consultation, contact us now.

KWM Financial Consultants
T 02 7257 7719     E email us
Australian Financial Services Licence 401108
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