Arranging Your Free Financial Health Check

Step 1: Book a free initial consultation with Barwon Financial Planning by either giving us a call, submitting a booking request on our website, or coming into our office and organising a time.

Step 2: We will be in contact with you to confirm your consultation 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 financial health check.

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.