What to expect from our first meeting
A First Meeting That Feels Different. Clients often leave feeling clearer and more confident, knowing they’re supported.
A Warm, Relaxed Conversation
We’ll discuss why you sought advice and outline our process and support. Clients often feel relieved after this initial meeting.
Understanding Your Goals
We identify what matters most to you, such as retirement, superannuation, aged care planning, investing, or gaining clarity for your future.
A Clear Outline of the Advice Process
You’ll learn how we gather your information, create strategies, present recommendations and handle implementation—so you know what to expect.
What You Don’t Need to Bring
No preparation is necessary; simply come with your thoughts about your future.
What You May Choose to Bring
Optional items include recent super statements, investment or bank summaries, insurance documents or questions. None are required.
A Space to Feel Heard
The meeting offers a safe, supportive environment to share openly without pressure.
Next Steps, If You Choose to Proceed
If you wish to continue, we’ll explain the next steps: collecting information, analysing your situation, creating strategies and preparing recommendations—all at your pace.
A calm, welcoming introduction to your financial future.
Your first meeting with Jeannie focuses on your goals and concerns in a comfortable, jargon-free setting.
There’s no obligation—just helpful conversation.