you for your call earlier. In order for you to get the most out
of this first meeting there are a few things we ask you to complete.
Please ensure you click on each *button* to take you to the required
steps we need completed. Once we have received the information we
will be in contact with your to schedule a meeting.
The first meeting will be $330.00 (incl GST).
The Excel Team
STEP 1 - 5 Minute Health Check
The 1st questionnaire
is the “5 Minute Financial Health Check” - which will
literally only take a few minutes. It will help to confirm your
priorities. It asks a series of questions which you simply need to
click on your response – between 1 & 4 depending on whether you
believe you do or don’t require further advice. By the way,
if there are any areas which AREN’T relevant simply choose the “N/A”
option. When you have answered all the questions you will be
asked to “submit” this information which will be automatically sent
STEP 2 - About you Questionnaire
questionnaire is the “About
You Questionnaire”. This will take no more than 15
minutes. It will enable you to provide key information and explain
your current financial position. Once completed, you will be asked to
“submit” the form.
This 3rd step
will take you to sign our "Financial
Services Guide". This Financial Services
Guide FSG) - Part 1, together with the Adviser Profile - Part 2, are
designed to help you get to know InterPrac Financial Planning Pty
Limited and our Authorised Representative (Adviser), a little better.
This will help you decide whether you would like to use our financial
services and explain what to expect and how much you can expect to
pay for those services.