There is never a better time than now to start planning your financial future.
Eclipse makes taking those first steps easy. When meeting with an advisor for the first time, you will receive a 30 minute personal consultation that is absolutely obligation free.
During your initial consultation our advisor will:
- Discuss with you the full business structure of Eclipse and provide you with a Financial Services Guide (FSG) and Supplementary FSG (for financial planning), or Finance Brokers Contract (for lending)
- Establish your current cash flow and assets and liabilities
- Ask you about the big picture – your aims, goals and priorities
- Give you a brief strategy overview on what we can help you achieve, including a run-down on suitable product types
- Provide you with an overview of fees to proceed, based on what’s been discussed
If you feel confident to move to the next stage with Eclipse, we will need to obtain more details from you and then formulate a full financial plan or loan application to start growing your wealth!
Planning for your financial future is the best investment you will make for you and your family, what are you waiting for?