Before your first meeting with your Northern Bank Financial Planner, we would ask you to consider your current situation and financial goals. Please gather your financial details and bring them to your first meeting.
Meetings are open to non-customers, however normal
account opening requirements apply.
Once we have discussed your financial situation and objectives, we will begin to develop your personalised financial plan, which will include recommendations on your investment needs.
You are not obliged to purchase any products as a result of the financial planning meeting.
Go back to Financial Planning