Your first appointment

Your first meeting with Advice First is at our cost, not yours. We prefer the first meeting to be a relaxed discussion and free from obligation, with each party having the following primary thought:

YOU – deciding if you are comfortable dealing with us…are we the right firm for you.

US – being certain that we are able to assist you and add value to your financial world.

You should generally allow 90 minutes for this initial meeting. Also, we encourage you to bring along others to the meeting – if that might make you feel more comfortable. It is not unusual for a new client to bring along their: partner, accountant or a family member.

We often “digitally record” our client meetings, and there are several reasons for this:

  • so that we have a perfect account of the conversation
  • we are perfectionists, and listening back a second or third time ensures we don’t miss anything…kind of like when you watch a movie again, you always seem to pick up things you didn’t quite notice the first time around
  • it allows other staff in the firm to fully appreciate your position – they hear it in YOUR WORDS, rather than just reading it in OUR NOTES

Of course, we will respect your wishes to not have conversations recorded, if that is your preference.

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Your privacy is important to us and AMP Financial Planning which is part of AMP. You may request access to your personal information at any time by calling us or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time..

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