New Clients
#switch #signup
Thinking of switching advisors?
Give us your approval and we’ll do all the legwork.
We''ll contact your previous advisor, notify government bodies and even arrange for all your documents and records to be couriered or picked up as soon as possible.
How to become our client
1. Book your free consultation
Lets get to know your situation, what you are looking for and discuss how we can help.
The initial consultation is free of charge without obligation.
2. Consultation
We can arrange the initial consultation to be face-to-face at our Perth or Dunsborough office, over the phone or using video (Zoom).
3. You engage us
If you decide to become a client begin by either filling out our new client form by entering your information below or click on this link for a downloadable file.
New Client Form - Individual