We would like to make the process of protecting your most valuable assets as easy as possible.
We can meet in our office at Cleveland, or if it is more convenient, at your home.
The purpose of the initial appointment is to discuss your needs, priorities, goals and objectives for both now and in the future.
During our appointment we will discuss a broad range of topics from your:
- current wills
- business structures
- wealth creation plan
So that we can work with the most up to date information the following documents would be handy to have at the appointment:
- Snapshot of your assets & liabilities
- For salary employees – your most recent payslip
- For Business owners – Up to date financials (Profit and Loss Statements, Notices of Assessment, Tax Returns)
- Policy Schedules for any existing insurance
- Superannuation fund statements
We look forward to getting to know you and providing peace of mind to you and your families.
To book an appointment with one of our advisers please contact us directly on (07) 3170 3707 or click here to email us.
146 Bloomfield Street, Cleveland
PO Box 1319, Cleveland QLD 4163 4163
Phone: 07 3170 3707
ABN: 16 074 508 071
Monday-Friday: 8:30am to 5pm
Coopers N’Cents Financial Services ABN 16 074 508 071 trading as
HFB Wilsons Pty Ltd – ABN 63 616 059 324 as a Corporate Authorised Representative
No 253397 of Clearview Financial Advice Pty Ltd
AFSL No: 331367 ABN: 89 133 593 012 Website: www.clearview.com.au