Dr Tony Virtue explains what to expect on your first visit to Virtue & Partners.
If you are coming in for your first appointment, it is recommended that you watch this short clip, especially if you have never dealt with a financial adviser before.
Enjoy the links to these FREE tools supplied by MoneySmart - a great resource for general financial information (powered by ASIC).
Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.
FREE calculators to work out how much you can borrow, your monthly repayments, and the amount of stamp duty you need to pay on a new purchase.
Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.
When we develop a financial plan for our clients, the more we know the more we can do. Please download, complete, and return this form to us when required.
Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.
Email is very convenient in our modern world, however email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential information or attachments. Secure File Transfer eliminates this risk.
If you are ready to start securing your financial future, please get in touch with Virtue & Partners today