First Meeting

Step-1.1

Find out how can we help you
During our initial discussion, we get to know you and your goals and objectives. This will determine the type of advice that will be offered.
We obtain certain information from you and we talk about your:

  • Lifestyle
  • Cash-flow
  • Return/Risk
  • Timeframe

 

Contact

Name
Email
Message

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Disclosure Statement: Certified Planning & Insurance Services Ltd ABN 14 100 194 312 is a Corporate Authorised Representative of Madison Financial Group Pty Ltd ABN 36 002 459 001 (AFSL 246679). General Advice Warning: The information in this communication is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute financial advice or any other advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner. FSG | Disclaimer | Privacy © Copyright 2016. Certified Planning & Insurance Services Ltd. All Rights Reserved. Website by SHMarketing & Design.