How to Get Started

Title:	DR MISS MR MRS MS
First Name:
Last Name:
Email Address:
Home Phone Number:
Mobile Phone Number:
Enter Word Verification:
Type of Investment to be assessed:	Super Fund Managed Funds Direct Shares Combination of the above

2. We will contact you to confirm what we can do for you and what we need to get started.

3. We will then quote you a price to confirm your total cost.

4. You pay.

5. We gather all necessary information.

• You provide it; and/or
• We get the information for you.

(Simply sign the attached form that gives us the authority to obtain financial information on your behalf)

6. We prepare the report.

If you are unsure about any step please call us.

Timing

We endeavour to complete and send the report within 3 weeks from the receipt of all required information.