Before your appointment

Once you’re booked in, our team will send you a Getting to Know You questionnaire.

If you can, we’d love for you to complete this a couple of days before your appointment. This gives your adviser time to have a proper look into what you’d like to explore and do some research before you sit down with them.

If you can’t get to every section, that’s completely fine. Just share what you can, and we will cover the rest in the meeting.
We’ll also send a friendly reminder about your appointment.

During your appointment

This first sit-down is mostly about talking things through. We’ll chat about where you are now, your goals, and any questions or concerns on your mind. Your adviser may raise new strategies or ideas worth thinking about.

Just so you know, this first conversation is general in nature. Your adviser might talk through strategies or options that could apply, but these aren’t personal recommendations for your situation. Personal advice comes next, after we’ve had time to understand your individual circumstances, and it’s when we present specific recommendations.

Want to prepare a little more?

Watch our short video Getting the most from your initial meeting for a few tips.

Watch