Discovery Meeting Confirmation

Thanks for booking in to meet with us, we’re looking forward to being able to help!

Your appointment details have been emailed. Make sure you pop it into your diary and keep the day and time free.

What to Bring to Your Appointment

It would be great if you could do a little bit of homework before our meeting, as this will help you get the most out of your appointment with your Adviser.

All that we’re after is:

  • ID – Drivers Licence or Passport – as a licensed financial adviser, we need to ensure we check your identity.
  • Membership Numbers – copies of any loan, insurance, or superannuation statements you have. Latest is ideal, but this is just to get an idea at this stage.
  • Please complete this short questionnaire below. It takes approximately 3 minutes to complete and helps ensure we can make the most of our time together.

Discovery form

With this said, we love to challenge our clients, and welcome any challenge you set for us.

If there are any goals you’d like to achieve, let your adviser know as they would love to work with you to achieve them, and hopefully set new goals as we help to make more possible for you moving forward.

If we can help you with anything at all in the meantime, it would be lovely to hear from you so please call on 07 4569 6019.

Thanks, and looking forward to catching up!

JEM Toowoomba

  • 07 4569 6019
  • 69 Herries Street
    Toowoomba, QLD 4350

JEM Brisbane

  • 07 3170 1371
  • 643 Logan Road
    Greenslopes, QLD 4120