At a glance
- How long
- About an hour [PLACEHOLDER: confirm meeting length]
- Where
- In person at 255 Hay Street, Subiaco, or by phone or video
- Cost
- [PLACEHOLDER: confirm whether the first meeting is free]
- What to bring
- Super statements, income details and account balances. See the checklist
What we’ll talk about
- Your goals, your timeline and what’s worrying you.
- Your super, savings, debts and income.
- Your family situation.
What we can tell you on the day
We can explain how things work and the options people in your position often consider. Personal recommendations come later, in a written Statement of Advice, once we fully understand your situation. That’s the difference between general information and personal advice.
What happens after
- If you’d like to go ahead, we’ll send a written fee agreement first.
- Nothing starts until you sign it.
Is there any obligation?
No. [PLACEHOLDER: confirm no obligation]
From first call to ongoing reviews
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15-minute call
A short phone or video call to see whether we can help.
What you receiveA clear next step, or a referral if we’re not the right fit.
[PLACEHOLDER: confirm the 15-minute call is free]
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Initial meeting and discovery
In person in Subiaco, or by phone or video. We get to know your goals and your finances.
What you receiveHow we work and what advice would cost, before anything starts.
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Your Life Map and Statement of Advice
We research your options and put our recommendations in writing, with the costs and risks.
What you receiveYour Life Map: your goals and the strategy to reach them, in a Statement of Advice we talk through with you. You decide whether to go ahead.
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Putting it in place
If you go ahead, we handle the paperwork and work with your accountant, lawyer and providers.
What you receiveUpdates as each step is done.
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Ongoing reviews
If you choose ongoing advice, we review your plan as your life changes.
What you receiveA written agreement, renewed each year, that you can end at any time.
(08) 9388 6699 · [email protected]What to bring
Bring whatever you have. Don’t worry if something’s missing.
Cornerstone Private Wealth · 255 Hay Street, Subiaco WA 6008 · (08) 9388 6699
Not sure where to start?
A 15-minute call, by phone or video, is the easiest first step. We’ll listen, answer your questions and tell you honestly whether we can help. The first meeting can be in person at our Subiaco office, or by phone or video.