Do I need to bring anything with me to my first meeting?

It’s not necessary to bring anything with you to your initial consultation, we conduct these as a discovery session and will inform you of anything we require during and/or following the consultation. However, if you do wish to bring documentation with you for us to take a look at, please feel free to do so.

Other FAQs

I'm a business owner and I’ve heard a Self-Managed Super Fund (SMSF) will benefit me, is this true?
What is the process for seeking advice from Here Business & Wealth?
I’d like to transition from my current advisor to Here Business & Wealth, is this difficult?
I’m looking to find funding for my business, can you help?
How often should I hear from my advisor?
Why does Here prefer to be to a paperless business?

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