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Discovery Confirmation

Your Discovery Meeting has been confirmed. We’ve emailed your appointment details; please pop it into your diary.

Please scroll down and complete our discovery questionnaire. This will only take a few minutes of your time and will help Morgan prepare for your meeting. In addition to introducing ourselves, we’ll be spending most of this time getting to know you.

For your appointment

Please bring the following (or have them readily available):

  • Latest payslip(s).
  • A snapshot of your bank accounts, investments, and loans. An overall position statement or screenshot is sufficient.
  • Statements from any superannuation funds or life insurance policies you have.
  • Photo ID.

Your adviser

Morgan Hayward

Director | Principal Financial Adviser
Spending over a decade in financial services and years as a mentor, I'm devoted to improving my client's financial futures. My clients tell me that my straightforward and empathetic approach puts them at ease.
Read bio

Our location

You can find our location and contact details below.

0494 113 524 info@lumewealth.au Level 1/ 470 St Pauls Terrace
Fortitude Valley QLD 4006 Level 13/50 Cavill Ave
Surfers Paradise QLD 4217