Your Financial Planning Q&A Meeting Is Booked

This meeting gives you the opportunity to discuss any remaining questions following your financial planning recommendation meeting.

We can revisit any part of the proposed strategy, including:

• the reasoning behind the recommendations
• the options and alternatives considered
• the main risks and trade-offs
• costs and charges
• the proposed implementation process
• any outstanding questions or concerns

Josh will review the information you provided when booking so the meeting can focus on the points that matter most to you.

Before the meeting, it may be helpful to:

• write down any additional questions that arise
• have your recommendation documents available
• review any sections you would like Josh to explain again
• ensure your spouse or partner can attend where the recommendations affect shared finances

Please join from a laptop or desktop if you would like to review documents together during the meeting.

You do not need to make an immediate decision

The purpose of this meeting is to make sure you understand the recommendations and have had the opportunity to ask questions.

Where further information or clarification is required, Josh will explain the next steps.

Joining the meeting

Your Microsoft Teams link can be found in your calendar invitation and booking confirmation email.

Please join a few minutes before the scheduled start time.