Once you’ve made an appointment for your free and confidential meeting with one of our Wealth Managers, it’s time to gather up some information and initial thoughts. This will help your Wealth Manager understand your current financial situation, as well as your plans and aspirations for the future.
Information to gather
This handy checklist provides some suggestions of what you could bring to the meeting.
Getting to know your investment preferences
You may also like to start thinking about your preferred style of investment. We call this your investor profile. Answer some quick questions online to discover more about this side of your nature.
Next step
An outline of what to expect at your first meeting is available on the meeting your Wealth Manager page.
Before you meet your Wealth Manager
ABC Bank Wealth Managers' disclosure statements are available on request and free of charge from your ABC Bank Wealth Manager.
Disclaimer: The information contained in this ABC Bank website is for informational purposes only. Neither the Manager, the trustee of the Fund/Trust, ABC Bank Plc, the Commonwealth Bank of Australia Group, nor any of their directors, nor any other person guarantees the securities offered or any of the investments or returns made in respect of the Fund/Trust. The securities offered are subject to investment risk including loss of income and principal invested.
Disclaimer: The information contained in this ABC Bank website is for informational purposes only. Neither the Manager, the trustee of the Fund/Trust, ABC Bank Plc, the Commonwealth Bank of Australia Group, nor any of their directors, nor any other person guarantees the securities offered or any of the investments or returns made in respect of the Fund/Trust. The securities offered are subject to investment risk including loss of income and principal invested.
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