What questions will you ask me?

What’s important to you from the perspective of your future plans? And who is important to you in life. 

Some careful thinking on these questions is essential in advance of the meeting.  

In the meeting itself, the key components are to establish:

  • Your personal milestones
  • A broad idea of what your financial and tax position
  • An investment timeframe
  • A view on investment preferences. 

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