Congratulations! You’ve decided to take control of your financial life.

Whether you are still researching your options, or have already found a Financial Advisor to help you plan for your financial future, it is likely you still have a lot of questions. If so, you are not alone. Many clients of financial planners are not sure what to expect, how much to divulge, or even what documents to bring to their first official meeting.

This guide will explain everything you need to know about meeting with a Financial Advisor, from how to get organised and prepare for your discovery meeting to the financial review process and outcomes.

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