Give this a watch before we speak. It walks you through exactly what the meeting covers, so your adviser can spend the time on your situation rather than the basics.
In their words
Joe Miasi at Ultimum Financial has been managing our self-managed super fund for the past five years. His expertise, professionalism, and attention to detail have given us complete confidence in our financial future.
Since engaging Joseph Miasi to manage our finances, the quality of life we can afford has increased, our debt and monthly overheads have decreased, and our superannuation projections are set to facilitate early retirement. Without their sound and timely guidance, we would still be living pay to pay.
Joe has been my advisor since 2017 and his guidance and advice has proven to be well founded, well considered and typically correct. I'm very grateful to have him managing my portfolio.
Ultimum has provided us with peace of mind. Joseph and the other staff are always professional and explain everything thoroughly. They respond to our inquiries promptly. We don't have to worry about our finances and enjoy a stress free retirement.
The service we have got from Luke has simply been outstanding. Has become more than just our financial adviser but a friend of the family. Deeply caring, professional in nature and a delight to have in your corner when things get tough. Highly recommend.