We believe communication is the cornerstone of your relationship with your financial professional — and it all starts with a chat. So when you’re ready, call us on (07) 3003 4800 or drop us an email at firstname.lastname@example.org.
OUR FIRST MEETING
Our first meeting with you is at our cost and can be as informal as you wish. In our meeting, we will ask some questions to understand your current position and aspirations for the future.
Once we have an understanding of what is important to you, we will then gather any relevant information, so we can be sure we are the right people to help you achieve your financial objectives.
After our first meeting we will provide you with a written estimate of the proposed scope of work. This will include your goals and our fees — so you know exactly where you stand.
If, for whatever reason, we feel our services are not exactly what you need, we will happily refer you to another firm that may be better suited to your situation.
In the meantime, take a look around our website and get a feel for the difference MISSO Wealth Management can make to your future.
Redcliffe appointments are available on request.
Level 3 River Quarter | 46 Edward Street (Cnr Margaret Street) GPO Box 2562 | Brisbane QLD 4001