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Our first meeting


At your first meeting, the Discovery Meeting, we will ask you about you - about where you are now, about your expectations, about how you would like to live your life. We will ask about your personal circumstances and your attitude towards risk.

Don't be surprised when we ask for detailed personal information – we need it to put together your financial road map and to maximise the probability that you will reach your financial goals!

We will ask you about your attitude to money, your values and your financial goals:

We will help you to be well prepared for your Discovery Meeting. Some of the things you will need to prepare or bring along are:

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The Bravien Group Pty Ltd trading as Bravien Financial, ABN 97 102 236 359. Authorised representative of AMP Financial Planning Pty Limited (Australian Financial Services Licence No. 232706)
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