FINANCIAL SERVICES ENQUIRY

If you are interested in Hales Douglass Financial Services providing advice for you, please complete this form and one of our team will be in contact with you to discuss your requirements in more detail. We look forward to working with you, and providing you with industry best solutions.

    Date

    First Name (required)

    Last Name (required)

    Email (required)

    Phone (required)

    What are your immediate needs?

    Who is your current financial advisor? Why are you considering leaving? If they did not meet your needs, please tell us how:

    Who referred you?

    What do you expect from Hales Douglass Financial Services?

    Here’s our step by step guide to address your investment and retirement requirements:

    1. Discovery phone discussion. To determine whether an initial meeting will be mutually beneficial.
    2. Initial meeting. Our initial meetings most often add significant value to our clients’ positions. From $330 to $440 for up to 2 hrs.
    3. Detailed quote provided. After our initial meeting, we will provide you with a detailed quote that addresses all your investment and retirement requirements.
    4. Ongoing services or one-off. Depending on your situation, we can offer one-off services, but most of our clients receive ongoing advice and are seen at least once and often twice a year where they pay an ongoing Adviser Service Fee, agreed to each year.
    5. Hales Douglass Group. We work closely with other areas of the Hales Douglas Group, to ensure your Accounting and Financing services work in seamlessly with your Financial Advice services.

    Thank you for submitting your form. We look forward to working together and helping you successfully achieve your investment and financial objectives.