What to Expect at Your First Meeting

Below we list some of the things you should consider prior to your initial meeting with your Beyond Wealth Advisor. 

Everyone's needs are different which means no two appointments are ever the same. Before you meet us it's worth asking yourself what you really want to get from the meeting.

The process for a new client

1. Contact Beyond Wealth to arrange an obligation free meeting with an experienced Advisor.
2. Prepare and bring your financial information to the meeting (include information about your income and expenses, assets and liabilities, super statements, insurance policies, etc). Please see below for more details.
3. Meet face to face with one of our friendly, qualified advisers who will look at your total financial and personal situation, taking into consideration your needs, goals and objectives. This should take approx. 1 hour.
4. Once this analysis has taken place, your Advisor can devise a comprehensive financial plan, tailored for your individual needs.
5. Working with you, your Advisor can assist you to implement your financial plan
6. Through regular communications (phone, email, meetings), our advisors will provide an ongoing monitoring service and will update of your plan to ensure you are effectively building and protecting your wealth.

We are different

If this sounds unusual coming from a financial planning business, perhaps you should talk to us. We really are different. Call us today on 02 4956 6659 or email us.