Chan & Naylor are the recommended accounting firm of the Knowledge Centre, with offices around Australia.
To ensure your enquiry is smoothly handled, it is important to be aware of the services they offer to new clients.
Financial Health Check: $395
This service is an ideal step for new clients. It consists of a 1½ hour consultation during which they delve into the core issues affecting your wealth creation, namely;
To enrol in a Financial Health Check follow these 3 easy steps:
To ensure your enquiry is smoothly handled, it is important to be aware of the services they offer to new clients.
Financial Health Check: $395
This service is an ideal step for new clients. It consists of a 1½ hour consultation during which they delve into the core issues affecting your wealth creation, namely;
- Identify where, from a financial aspect, you are today
- Identify any problems with your current investing and/or structures
- Provide a solution of how to fix any associated problems
- Provide you with a plan of how you can move forward
To enrol in a Financial Health Check follow these 3 easy steps:
- Open or download this Client Information Form (pdf format 81k)
- Print out all 6 pages.
- Follow the instructions outlined on the first page.
Disclaimer
The client acknowledges that while The Knowledge Centre Pty Ltd (TKC) may receive a consideration for referring clients to Chan & Naylor that TKC (or its directors, officers or representatives) is not responsible for any advice provided by Chan & Naylor and expressly disclaim all and any liability to any person, whether a client of TKC or not, in respect of anything and of the consequences of anything done or omitted to be done by any such person in reliance, whether whole or partial, upon the whole or any part of the advice or service provided by Chan & Naylor.
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