Strategy Consultation

Welcome to VFS Group's strategy consultation. This form contains questions about your current financial situation and future financial goals.

We understand that everyone has unique circumstances and objectives. By sharing your details, we can tailor our advice to ensure we provide you with a bespoke strategy that aligns with your needs and aspirations.
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All information provided is handled with the utmost care and confidentiality.
Once the below form is complete, one of our advisors will be in touch to make an appointment.

Your Complete Wealth Management Partner

Speak to us today to discuss your personalised financial strategy and discover how our expert team can help you achieve your goals.

Our Experience

Disclaimer

Vertical Capital Markets, ABN 11 147 186 114 trading as VFS Group, is the holder of AFSL 418 418. A financial services guide is available from VFS Group website: www.vfsgroup.com.au and should be considered before deciding to deal in VFS Group equity and derivative products. Derivatives can be highly leveraged, carry a high level of risk and are not suitable for all investors. Investors should only invest in such products if they have experience in derivatives and understand the associated risks. VFS Group recommends that you seek appropriate advice.

Please click here to review our Financial Services Guide.