Arrange a one-on-one meeting with Peter Flannery
Three easy steps
- Pick up a copy of our Financial Profile below.
- Complete the profile (as accurately as possible without being too fussy) and send it in.
- We will come back to you once Peter has analysed the Profile and is happy that sitting down with him will be worthwhile. At that point you will then come back to this web page, make your payment and pick up pre-meeting material.
So, first, download the Financial Profile
Just right click on one the files below (the blue words) to download this document to your computer as either a pdf document or a Word document.
- Financial Profile (as a pdf document) (Need help to download?) or
- Financial Profile (as a Word document)
In addition, here some notes to help
These will assist you to complete the Profile. Download them also.
- Financial Profile notes (as pdf) to help you fill in the Profile
Finally
Please complete the Financial Profile and send it to Peter. He will contact you with a recommendation and give you access to materials you can process prior to a one-on-one meeting with him at a time to be arranged.