About Your First Appointment

Meeting with AdviceLink Financial Planning Pty Ltd is a step toward improving your awareness of how you could improve your financial situation.

Important Information for your meeting

The cost of your first meeting is $330.00. This includes your meeting with a Certified Financial Planner. We discuss your goals and financial concerns at this meeting.

We generally allocate up to 90 minutes of our time for this meeting. In order for you to get the most out of this time we ask that you please click on the link below and complete two questionnaires prior to your meeting. This allows us to focus on your concerns at the first meeting rather than collecting financial data from you.

  1. The 1st Questionnaire is the “5 Minute Financial Health Check” – which will literally only take a few minutes. It will help to confirm your priorities. It asks a series of questions which you simply need to click on your response. By the way, if there are any areas which AREN’T relevant simply choose the “N/A” option. When you have answered all the questions you will be asked to “submit” this information which will be automatically sent to us.
  2. The 2nd Questionnaire is the “About You Questionnaire”. This will take no more than 15 minutes. It will enable you to provide key information and explain your current financial position. Once completed, you will be asked to “submit” the form.
Step 1: Click Here to Complete Your Questionnaire’s
Step 2: Click Here to Book Your Appointment

What to bring (if applicable):

  • Current Payslip (if you are employed)
  • Latest Tax return
  • Investment or share statements
  • Superannuation Statements
  • Personal insurance statements
  • Loan statements
  • Overview or summary of Income and Expenses

If you are unable to attend your appointment or need to reschedule, please contact us as soon as possible. Thank you.

How to book your first meeting

Step 1:

Click on the Complete Questionnaire’s button above

Step 2: 

Click on the Book an Appointment button above; or
Call our office on 07 5594 2770 to book your appointment; or
Email us admin@advicelinkfp.com

Step 3

Think about your main financial concerns and the goals you would like to achieve.

Step 4

Congratulate yourself for taking the first step to improve your financial security.

We look forward to helping you meet your financial goals.