How to Get Started

Please contact us to broadly discuss your circumstances, answer any questions you may have and discuss how we may be of help to you.

Alternatively, in order to commence the financial planning process, please print and complete the EWS Data Collection form. Once completed, please post this Data Collection form to our office and we will contact you to arrange a meeting time.

By completing the Data Collection form and providing us with your information “prior” to our meeting, we are able to identify key areas of advice and make this first meeting significantly more valuable to you.

Please be aware that Executive Wealth Solutions conforms to strict Privacy Laws and your personal and financial information is securely held strictly private and confidential.