In order to provide you with advice, you will be required to disclose your personal and financial details. This can be conducted on-line or manually by calling our office to discuss with one of our advisers.
We will then discuss with you to ascertain if written advice is warranted. Written advice requires the payment of a fee, and this fee will be agreed with you before any advice work takes place. You will not be charged a fee for completing our questionnaire and remitting it to our office
Once you’ve made a start with the questionnaire, the financial advice process can be further described in the following six step process :
Our initial consultation meeting is free, and is at no obligation to you. It is only after you are satisfied with this stage, that we would proceed to your agreement for us to provide written advice to you by means of signing an engagement letter.
Your privacy is assured and a privacy statement is available from 72 Financial upon request.
Financial Advice discussed in this website is provided by 72 Financial Pty Limited (ACN 112 050 110). 72 Financial Pty Limited is an Australian Financial Services Licensee (AFSL number 286912) and has its registered business address at Suite 9, 1 Milton Parade Malvern, Victoria 3144. In this website, tax advice is provided by related entity 72 Accounting Pty Limited (ACN 610 747 272).