Welcome to Encompass Financial Services. We have developed the following process, to ensure that your financial planning journey with us is efficient, streamlined and enjoyable. Simply follow the three sections below, then leave the rest up to us.
Financial Services Guide
Please click on our Financial Services Guide & Privacy Statement, in order to read about us and our Licencee, and well as our privacy information.
Client Profile
Providing us with information about your personal and financial circumstances assists us to develop relevant financial strategies. Please click on our Client Profile, and email it to us at admin@encompassfinancial.com.au once it has been completed.
Identity
We are obligated to confirm your identity, as part of the financial planning process. So please take photos of your current driver’s licence/s (front and back) and email them with your client profile.
Risk Profile
In order to get to know your tolerance to risk, please click on this Risk Profile, in order to read a little abut risk, and to complete the online Risk Profile. Once you complete the Risk Profile, simply print it off, sign it, scan it and then email it to us to admin@encompassfinancial.com.au.
If you don’t have access to a scanner, then please click HERE to complete an alternative Risk Profile electronic form.
Once you have completed these tasks, we will be in touch.