SJ Butler - Ballarat Financial Planners

SJButler Mortgage Solutions

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Client Profile

This client profile is great way for our clients to express their goals and ambitions to us, whilst in a non-pressuring environment. What we mean by this is often financial planners complete this on the spot during the first meeting, this of course leads to on-the-spot answers which may not be a true reflection of actual goals, and in the case of a couple might be one persons and not the others.

We encourage perspective clients to take this away and spend some quality time ensuring that they know and own the goals that they come to us with.