{"id":232,"date":"2017-08-11T22:52:02","date_gmt":"2017-08-11T20:52:02","guid":{"rendered":"http:\/\/e-merald.com\/themes\/annuity-wp\/?page_id=232"},"modified":"2017-08-12T15:44:09","modified_gmt":"2017-08-12T13:44:09","slug":"how-to-get-started","status":"publish","type":"page","link":"https:\/\/e-merald.com\/themes\/annuity-wp\/who-we-help\/how-to-get-started\/","title":{"rendered":"How to Get Started"},"content":{"rendered":"\n\t\t\n\t\t
\n\t\t\t
<\/div>\n\n\t\t\t
\n\n
\n\n\n
\n

To be an effective partner, we need to know you and your goals. It all starts with a conversation \u2014 about you, your family, your future and your goals in life.<\/p>\n

The best way to get started is to simply phone us on (07) 3621 4076<\/a><\/strong> or contact us via email \/ contact form. We'll get together for a face-to-face chat or Skype call to get to know each other better.<\/p>\n

At our initial consultation<\/strong>, we'll discuss your financial goals and any concerns you may have regarding your airline plan and benefits. Our financial planner will work closely with you to understand your current situation, show you how to set realistic goals and then work out the steps you need to take to achieve them.<\/p>\n

This meeting is at our expense<\/strong> and there is no commitment on your part to proceed any further.<\/p>\n\n<\/div>\n\n<\/div><\/div>\n\n\t\t\t<\/div> \n\n\t\t<\/div>\n\t\t\n\n\t\t\n\t\t

\n\t\t\t
<\/div>\n\n\t\t\t
\n\n
\n\n\n
\n\t\t\t\t\t\r\n\t\t\t\t\t
\r\n\t\t\t\t\t\t\"Get\n\t\t\t\t\t<\/figure>\r\n\t\t\t\t\t\r\n\t\t\t\t<\/div>\n\n<\/div>
\n\n\n
\n

Initial Consultation<\/h2>\n
    \n
  • Building a relationship of trust<\/strong> with your advisor is key to helping you achieve your financial goals and dreams.<\/li>\n
  • Be prepared for your first meeting<\/strong> \u2014 and ask lots of questions.<\/li>\n
  • Expect a candid, casual conversation in your initial meeting<\/strong> \u2014 it's important to take the time to get to know each other.<\/li>\n<\/ul>\n\n<\/div>\n\n<\/div><\/div>\n\n\t\t\t<\/div> \n\n\t\t<\/div>\n\t\t\n\n\t\t\n\t\t
    \n\t\t\t
    <\/div>\n\n\t\t\t
    \n\n
    \n\n\n
    \n
    <\/div>\n<\/div>\n\n\n\n\n
    \n

    Preparing for Your First Meeting.<\/h3>\n

    Your financial advisor will want to know you as a person \u2014 not just as a client.<\/p>\n

    Your first meeting with your Financial Advisor marks the beginning of an important professional relationship. Just as you trust your doctor with your health and your mechanic with your car, you'll be entrusting your Financial Advisor with something of great value too \u2014 your financial goals and dreams.<\/p>\n

    Meeting with a Financial Advisor for the first time, you can expect a friendly, casual conversation \u2014 you're just getting to know each other. There's no obligation, no pressure, no judgment \u2014 and no fee for your first meeting. You should be candid about your level of investing experience, overall financial situation, and financial goals. You should also feel comfortable to ask as many questions as you'd like.<\/p>\n

    To prepare, you'll need to think about what you want to achieve, such as your short-term and long-term goals, the kind of lifestyle you want now and in the future, and what you want to change.<\/p>\n

    In advance of the meeting, your Financial Advisor should send you a checklist of items to bring along<\/strong>, including your ID and select financial documentation. That said, your Financial Advisor will have a deep respect for your privacy and personal information and honor your confidentiality. Personal information can be shared whenever you feel you are ready.<\/p>\n\n<\/div>\n\n<\/div>

    \n\n\n
    \n
    <\/div>\n<\/div>\n\n\n\n\n
    \n\t\t\t\n\t\t\t