1) Read the Financial Services Guide (pdf)
2) Call MFA on 08 8224 0602
3) Make an appointment to speak to us

Your checklist, what to take to the first meeting.

At the first meeting we will ask questions about your personal & financial circumstances. You will also be asked to complete a detailed questionnaire.

This is considered the cornerstone of good advice. Be prepared to answer these questions by taking along the relevant financial information—refer to the checklist.

If you have a partner who will be attending please ensure they also bring the relevant financial information.

(Note all the information you provide will be treated with the upmost confidentiality.)