To help you achieve the future you want, we need to understand the life you've already built. We'll get to know what's important to you and create a financial strategy based on that. Since this looks different for everyone, your financial plan will look different too. During our time together we'll work closely with you to create a plan that suits your situation and built to evolve with you as life changes.
Paying off the mortgage
Your first meeting is obligation free. It’s a chance for us to discuss your current situation, what you want to achieve and why it’s important. We’ll talk through a range of financial options, to give you a better idea of how you might reach your goals.
To get the most out of our meeting, you should bring:
It’s also important to have a clear idea about what you want to achieve, and what you’d like to maintain from your current lifestyle.
If you choose to go ahead, we’ll help you define your priorities, explain possible strategies, run through the different options and make sure you’re on track to achieve your goals. Once you’re happy with the approach, we’ll get your plan moving.
We’ll agree on an advice fee upfront, before we make a start on anything. The price will be based on how complex your needs are, and how much work you’d like us to do for you.
At MLC Advice our process starts with getting to know you, your situation and what's important to you.
Talk to us about your current financial situation, goals and what's important to you.
We’ll recommend a plan and agree on a fee to achieve your goals.
Working together, we’ll put your plan in place.
We'll help you stay on track, and update your plan as your life changes.
Any advice and information on this website is general only, and has been prepared without taking into account your particular circumstances and needs. Before acting on any advice on this website you should assess or seek advice on whether it is appropriate for your needs, financial situation and investment objectives.
GWM Adviser Services Limited (ABN 96 002 071 749, AFSL 230692), trading as MLC Advice (‘GWMAS’), a member of the National Australia Bank Limited group of companies.