Financial Planning Forms:
GPS Wealth – First Appointment
Here is a list of documents you can bring to your first appointment at Mayhill Financial Group
If you cannot bring all the documents to the first meeting, the Snapshot Client Data Form can assist you in listing details of your financial position as it is today.
Use the following form to allow Mayhill Financial Group to obtain current information on your investments and supers on your behalf.
This form gives authorisation to a person or organisation to act or enquire on your behalf.
- Mayhill Financial Group – Financial Services Guide (12 January 2016)
- GPS Investment Beliefs