Before you receive our advice

What you can expect

The financial planning process is highly individual – it’s different for everybody.

Here’s a general example of what to expect before you receive our advice:

1. Once you’ve made an appointment to speak with a financial planner, you will receive an introductory pack, which includes your Client Lifestyle Questionnaire.

2. Fill out the Client Lifestyle Questionnaire and return it to Health Super Financial Planning prior to your appointment.

3. In your first appointment, your financial planner will sit down with you to discuss in-depth your situation, needs and goals, and to assess your investor profile. Initial meetings generally run for one hour.

To find out more about what you can expect from Health Super Financial Planning, click here for a copy of our Financial Services Guide (285 KB).