Getting Started
Fundamental Financial Planning offers a free initial consultation to give you the opportunity, without further obligation, to experience how our advisers can assist you in achieving your financial objectives. It is a comprehensive and individually tailored financial planning meeting during which, we will answer your questions and assist you to better understand different strategies and outcomes.
The meeting includes:
- Assisting you to identify and prioritise your objectives
- A brief analysis of your assets and liabilities
- A discussion about your income and expenditure
- Discussion about some of your potential options and strategies
You will need to bring with an accurate knowledge of:
- What you own (including superannuation balances)
- How much it is worth
- What you owe
- Details of income and expenditure
Our Process
We have developed a unique, consultative approach to ensure you understand our recommendations and are comfortable with the strategies to be undertaken.
