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Request a Beresfords First Meeting
If you are looking for a financial planner to assist you in your financial goals or would like to know more about how a Financial Planner can make a difference in your life, then the First Meeting provides a non-confrontational opportunity to meet with an adviser. For further information first meetings, please call 1800 688 688 to talk to our Customer Relationship Manager to book a time to see us. Their purpose is to:
- Introduce the services of Beresfords
- Outline the differentiation of Beresfords against other firms
- Detail a Life Line Analysis of your future anticipated cashflow needs covering significant stages of your life
- Explanation of Beresfords fees and how fee-for-service works
Beresfords accommodates to the working hours of the client by providing meetings before 8:30am and after 5:30pm to facilitate those in full-time employment.
Prior to the scheduled meeting, all clients are requested to complete a form called a Fact Finder. This form outlines your income, expenses, assets and liabilities and provides a framework for discussion during the First Meeting. Completed Fact Finders must be faxed or posted no later than 5 days prior to the scheduled meeting time. To request a copy now, click here.
Alternatively, you can complete the online form and our client service team will contact you to make an agreeable appointment time.
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