Initial meeting

 

Introduction

 

Thank you for visiting my initial meeting page. My name is Brendon Burvill and I'm authorised to provide financial planning advice to individuals and their families and friends.

The process

Initially, we discuss your financial ambitions for the future. The information gathered will allow me to assess your situation and recommend solutions appropriate for you.

Before disclosing any personal information, it's important to review my Financial Services Guide. It confirms who I represent (you), the services I can provide, the strategies and products I'm qualified to recommend, how your details are secured, how I'm paid and who to contact if you have any concerns.

But before we reach these steps, we need to confirm how I can help.

Meetings

In person or by phone & screen sharing

 

A good way for us to confirm if I can help is by hosting a personal discussion or conducting a virtual meeting.

You can request a meeting time by phone or email. These details are shown on the Contact section of this website.

There is no charge for the initial meeting.

Brendon