NEXT STEPS?
1. Contact us by email or phone 1300 921 327.
2. Read the Financial Services Guide we send you in our Welcome Pack.
3. Complete the ‘Getting to Know You’ questionnaire in the Welcome Pack.
4. Return this questionnaire to us in the enclosed Reply Paid envelope.
5. Await a phone call to arrange your appointment time.
Your Welcome Pack will explain exactly how we operate and what to bring to your appointment. .
2. Read the Financial Services Guide we send you in our Welcome Pack.
3. Complete the ‘Getting to Know You’ questionnaire in the Welcome Pack.
4. Return this questionnaire to us in the enclosed Reply Paid envelope.
5. Await a phone call to arrange your appointment time.
Your Welcome Pack will explain exactly how we operate and what to bring to your appointment. .
“Next Generation Financial Planning Pty Ltd (ABN 25 133 907 463) is a corporate Authorised Representative (number 337433) of Meritum Financial Group (ABN 93 106 888 215 AFSL No. 245569.”