CALL US 07 5557 3888

Contact Us

Please contact an office near you to arrange an appointment

Voyager Wealth Management has customers spread nationally across Australia and office locations based in the Gold Coast, Sydney, Melbourne and Perth.

Email

Email info@voyagerwealth.com.au
Or fill out the form below.

Call Us

Feel free to reach us at
07 5557 3888

Location

QLD Bundall, Gold Coast

Office Locations

NSW
North Sydney
P: 1300 535 535

VIC
South Yarra
P: (03) 9824 2196

WA
North Perth
P: (08) 9228 0106

What to bring?

To provide you with the best financial advice we can, we need to understand your financial life as thoroughly as we possibly can. When you first meet with us, we ask you to bring along the following information and documentation that is relevant to your situation.

1. Assets information

Your most recent investment statements and other relevant asset information about what you own.

2. Expenses

Consider how much you spend each month and any planned purchases or expenses overthe next 3-5 years.

3. Income

Please bring details about your sources of income.

4. Insurance

Copies of any Trauma, Income Protection, Total and Permanent Disablement or Death cover you have in place.

5. Mortgages/Loans/Credit Cards

Please provide details about any debts you have incurred and are currently repaying.

6. Retirement income stream

Details about any pensions or annuities you already have in place if you are already retired.

7. Self Managed Super Fund

Please bring your Trust deed, account information and investment strategy and placement details.

8. Superannuation

Bring your latest member benefit statement and member booklet (if you have it).

9. Tax return

And finally, bring along your most recent tax return – both personal and business (if applicable).

We look forward to working with you.

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MAKE AN
APPOINTMENT

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Make an appointment
Contact us for a complimentary initial consultation regarding
your financial situation.Begin by entering your name and contact information below, and
one of our advisers will contact you to arrange a time that suits.