Arrange your initial meeting today

If you wish to arrange an initial consultation today, then please contact us today on (02) 8084 0453 to make a time for a complimentary initial meeting. Of course your confidentiality can be assured.

This meeting is about learning more about each other. The objective is to find out whether there is a good fit in us working together and for us to discuss some preliminary strategies across different parts of your financial life.

While we typically charge $330 per hour for a consultation with our principal advisors, we will waive this fee for your initial meeting.

Prior to the first, obligation free meeting

Step 1 Think about your financial goals.
For example, are you interested in: Protecting your income in case you fall ill? Borrowing to buy a home? Saving for retirement? Saving for something special? Generating extra income? Investing to build up a lump sum?

Step 2 Check how much you can afford to set aside to achieve your goals.
For example, you might pay or save: A specific sum each month out of your income; A single lump sum; or Lump sums when you can afford them.

Step 3 Consider how you feel about risk.
If your aim involves saving or investing, is it important to you that you do not risk losing any of your original investment (your capital)? Or can you afford to lose some of your capital, and are you willing to accept the risk that this may happen if it gives you the chance of a bigger return?

Step 4 Have available personal information that will help your Quantum Wealth Advisor make their assessment and recommendations.
For example, details of any partner, children or other dependants, your employment status, how much you earn, what income tax rate you pay, and what financial products you already have.

Request an appointment

For an obligation free meeting with an experienced Quantum Wealth Advisor, call today on (02) 8084 0453 or email us.