Arranging Your First Meeting
With Barwon Financial Planning
Book your meeting via phone, web or in person.
Fill in our client fact finder.
Meet with one of our advisors.
Three simple steps to starting your financial journey.
Step 1
Book an initial consultation with Barwon Financial Planning by either:
Requesting an appointment.
Alternatively, come into our office to organise a time.
Step 2
We will be in contact with you to confirm your appointment time and we will send you our confidential Client Fact Finder for you to fill out. This document is to be filled out before our appointment and is designed to give us some background information about your financial situation and your specific goals.
We will use the information to begin identifying some of the strategies that may be most beneficial to you.
Step 3
Meet with one of our advisors for your complimentary initial appointment.
We look forward to hearing from you and having a chat about how we can assist in organising your finances and creating a plan for your future.