For prospective new clients we provide an initial consultation at no cost or obligation. Prior to the consultation the client receives a welcome letter, a Financial Services Guide, our Privacy Policy and a Client Profile to complete.
During the initial consultation we review the Client Profile, discuss the prospective new client's objectives, and gain an understanding of their unique needs. Where possible we outline preliminary strategic ideas and provide a guide as to the cost to proceed.
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© Lanham Investment Structuring Pty Limited, 2006. All rights reserved. Lanham Investment Structuring, AFS Licence No. 222 769
