1. Meet and Greet
Meet and greet with no obligation to proceed - comfortable and casual!
We will discuss your current situation, financial and lifestyle goals and determine if we can be of assistance to you.
This is the beginning of a partnership as the nature of financial planning is such that it should be a long term relationship.
We will provide you with a copy of our Financial Services Guide, explain the cost of fees and the scope of advice or services to be provided.
Peer Wealth Pty Ltd is a Corporate Authorised Representative (Representative No, 300728) ABN 24 115 294 463 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)
This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Futuro Financial Services Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website.
Liability limited by a scheme approved under Professional Standards Legislation.* *Other than for the acts or omissions of financial services licensees