Hello,
Welcome to Newcastle Financial Planning Group and thank you for booking your first meeting with our Financial Advice Team.
IMPORTANT – PLEASE READ!
To ensure you get the most out of your meeting, we ask that you please complete our online Pre-Meeting Questionnaire (if you haven’t already). Please note, this needs to be completed at least 2 business days prior to your appointment.
This 10-20 minute questionnaire is a simple way to document your situation and gives your adviser critical information that enables them to assess your current and future requirements.
Please follow the instructions below:
1. Click here using your phone, tablet, or computer.
2. Enter Access Code 01042021 at the prompt in the centre of the page.
3. Follow the instructions to click and drag icons and enter your personal data.
Please note that this is a mandatory requirement, and we may need to postpone your appointment should you be unable to complete the questionnaire. If you are unable to or are uncomfortable completing this questionnaire yourself, one of our team members will happily fill in the questionnaire for you over the phone on your behalf (all information provided is strictly confidential and the information is stored securely).
If you do not receive your email within 24 hours, please first check your email account’s Junk Email folder then contact our office on 02 4032 7934 for assistance.
We look forward to meeting you soon,
The team at Newcastle Financial Planning Group