Our initial consultation involves an in-depth look at your current and future plans, your lifestyle, your goals, your aspirations
Initial Consultation
Our very purpose at Pinant is to enable you to live life the way you want to.
That’s why our initial consultation involves an in-depth look at your current and future plans.
We are not afraid to ask the big questions that others shy away from and address the important things, so you will be prepared for whatever crosses your path.
To make this initial meeting as productive as possible, we ask that you bring along a few things:
- Income Tax Returns – Company and/or Trust returns
- Investment Property details
- Asset & Liabilities details
- Personal insurance details
- Superannuation details other investments, i.e. Fixed deposits & shares
- Tax File Number
- Personal 100-point ID
The whole process takes around an hour to 2 hours, and all personal information discussed is kept secure and confidential.
Taking things further
In a second appointment you will receive comprehensive advice on how you can bes manage your finances to achieve the financial freedom to reach your goals.
