What do you need to get started?
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In order to subscribe to our service you need to pay online with your credit card (Mastercard or Visa) and participate in a Virtual Consultation.
By participating in the Virtual Consultation you will be providing Financial Advice Online with a full understanding of your present financial position so that we can provide the service to you.
Before you start we suggest that you collect all the information and paperwork relevant to your financial position such as:
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- Income and expenses
- Assets and liabilities
- Superannuation
- Investments
- Loans
- Insurances
- Estate planning
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This will help avoid you having to run around looking for this information once you have started the Virtual Consultation.
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