SMART Meeting Confirmation

Thanks for booking your SMART appointment with us.

For your appointment, please bring the following:

  • 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.

If you have any questions or would like any assistance prior to your appointment, please don’t hesitate to call or email.

In order to make the most of our time together, we ask that you complete this short questionnaire. It should take about three minutes.

Segment Wealth

  • 08 8981 7084
  • 2/13 Travers Street
    Coconut Grove, NT 0810


If you are unfamiliar with Zoom, you may wish to test your setup in advance at their test meeting here: