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Where are you now?

Our initial meeting is mostly a ‘getting to know you’ meeting, where both adviser and client confirm we would like to work with each other, whilst then we outline the process described below in some detail. We will gather basic information but will send you away to gather all the information that is required for us to prepare the right advice for you.

Having a clear understanding of your real financial position is vital. Many client’s financial situation is complicated and confusing and the process of gathering all your financial details into one location allows both you and us to see the true picture. This is what we call the ‘ground zero’ of your financial plan.
During this meeting we will review and discuss your current financial position including:

 

  •  Assets & Liabilities

  •  Income and Expenses

  •  Estate plan

  •  Insurances

  •  Investment experience and attitudes

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PO Box 4175

Lalor Park NSW 2147

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General Advice Warning: “The information in this website and the links has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should, before you make any decision regarding any information, strategies, or products mentioned in this [document], consult a professional financial advisor to consider whether it is suitable and appropriate for you and your personal needs and circumstances. Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product, together with the Target Market Determination (TMD).

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My Wealth Choice Pty Ltd is a Corporate Authorised Representative (No. 001309985) and Mostafa Mohamed Ali Shouman is an Authorised Representative (No. 001247597) of Spark Advisors Australia Pty Ltd ABN 34 122 486 935 AFSL 380552.

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