We want you to feel as comfortable and confident as possible when reaching out for advice. Whether you have met with a financial adviser previously, or if this is your first time, we welcome you to give us a call today, book an appointment and have a chat with our qualified and experienced financial adviser; Roshan.
feeOnce you book your first appointment with us, we will ask that you provide us with some initial information so that Roshan can get an idea of your current situation and what kind of advice you are looking for. The more information that you provide beforehand, the more time that you will have in your appointment to dive right into the important stuff.
You will be sent an Evergreen Fact Find sheet which will allow you to fill in some basic information and you will also be provided with the login to your own secure online portal which you can use to enter and update your personal details, and view and download shared documents. We kindly ask that you return your completed Evergreen Fact Find sheet to us, or fill in your details via your online portal, by no later than 3 business days prior to your appointment to give us time to prepare your file.
Your first appointment will typically last about an hour and a half and you are welcome to email over or bring along to you appointment any information relating to your financial situation.
The fee for your first appointment will be $330 and if you decide that you would like to meet with Roshan again, any additional upfront or ongoing fees will be fully disclosed before signing on as a client.
To book your first appointment, please give us a call on 07 4766 9688. We look forward to hearing from you!