Jade Wealth SMSF, Superannuation, Wealth Creation, Estate Planning, Life Insurance

Breakfast is on us!

Terms & Conditions

By presenting the flyer to our first scheduled meeting, you are eligible for a breakfast voucher redeemable at selected restaurants to the value of $50 per client group.

A 'client group' is where advice is presented to a couple or family seeking advice jointly and where we would present financial advice to those parties towards to the same strategy/goal.

The breakfast vouchers will be presented up to 14 days after the client group engages our services by attending a discovery session with one of our private wealth advisers. The client group eligible must be an Australian resident, business owner, home owner and/or investor with the intent to seek financial advice to improve their financial life.

This voucher is not redeemable for cash, exchangeable or refundable. Your flyer must be presented to us at the time of our session to be eligible meeting the above criteria. We reserve all rights to withhold any vouchers being issued.

 

It was a pleasure to connect with you at Shire Pink Lunch and we are proud to contribute and raise funds for breast cancer research and their support services.

As we have promised, we are welcoming you to a private meeting to get you started on empowering your financial journey. We understand and personally know the emotional, physical and financial impacts that can occur from events outside our control.

Our mission is to create a confident step forward in your financial life so you have peace of mind for today and towards your future goals.

Below you can arrange on an initial meeting (discovery session) via our online booking portal. This will give us an opportunity to get to know each other and make sure we are a good fit.

Alternatively contact James on 02 9523 2002 for a confidential chat to get started.

Book Your Session

  • 1

    Select Your Adviser

    Select the calendar and location of your Private Wealth Adviser

  • 2

    Choose Your Session

    Choose the session you will be meeting for such as a 'review meeting' or 'strategy session' - this should be outlined in the email we provided you or you can view the session information below as a guide.

  • 3

    Select The Best Time

    You will have access to your Adviser's calendar with their availability during working hours for time in the Jade Private Wealth offices or via Skype (online meeting).

  • 4

    Confirm Your Details

    Enter your details to confirm your session, and you're all booked in.

Calendar


Calendar

Please select your preferred location for your meeting.

Calendar

Please select your preferred location for your meeting.

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Session Information

Discovery Session | 1st Appointment

This session is for new clients and usually our first meeting together. It is a great opportunity for us to get to know each other and importantly to discover what you want to achieve financially and how we can help.

Meeting | Strategy Session

This session is ideal to discuss in further detail next steps of your project, proposed strategies or complete implementation to take your plans to the next level.

Presentation of Advice

This is where we present your statement of advice which outlines our discussions, information you have provided and our recommendations to reach your financial goals.

Review Meeting

Your review meeting is a time to reflect on how your financial plans are tracking and to ensure your current circumstances or outlook are still aligned to we have implemented.