GENERAL ADVICE DISCLAIMER

This website is the website of Taylor Financial Planners Pty Ltd.

The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances.

Taylor Financial Planners Pty Ltd do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

 

What to Bring to First Appointment

Once you have Contacted Us and arranged for your first appointment could you please do the following:

  • Please complete the Client Fact Find which can be completed on the downloaded document and email to us. This will give us a good snapshot of your family position, income, assets and liabilities and goals
  • Please complete the Risk Profiler
  • Please write down the areas of advice required, concerns and any items you wish to discuss
  • Please bring in your drivers license for ID purposes
  • Please bring in current statements for any existing investments, Supers or AP's so we can ascertain type of portfolios that you are invested in and costing

If you are unable to download items 1 or 2 from our website, please let us know and we will email these forms through to you