Book an appointment
A Discovery Meeting at Investment Zone is a no-cost, obligation-free introductory meeting. Choose a face-to-face, online or telephone discussion - whatever is convenient for you!
During the Discovery meeting, you will get to know Investment Zone, how we work and determine if we are a good fit for your needs. We will match you with the right Financial Planner who will take the time to listen to you and understand your circumstances so we can tailor our support to your unique needs. We will ask you questions to establish a basic overview of your personal and financial goals.
It will also be your opportunity to ask as many questions as you like. And we will naturally explain the next steps and fees. There are no surprises, no pressure to commit and no hard sales techniques - that's a promise! After the meeting, take all the time you need to decide the next steps. We'll work with you every step of the way towards your wealth creation goals.
Book your Discovery meeting using the online booking form below. You can choose to meet us at our office, via zoom video or via phone. Please allow about 90 minutes. Prefer to talk to us? Simply call 07 3396 8518, or email admin[at]investmentzone.com.au