What to Bring to the Appointment

In order to present advice that is appropriate to you, we need to have a thorough understanding of your personal and financial circumstances.

We recognise that your time is valuable. Our fact-finding interview will be quicker if you can have the following information at hand.

• Value of current physical assets
  Including Real Estate, Shares, Managed Funds, as well as any Bank Accounts
• Insurance policies
  Include details such as; name of company/ies and types of policy/ies, copies of policy documents
• Superannuation funds
  Name of company/ies; copy of most recent statements
• Business interests
  Name, any value, and copies of most recent accounts would be valuable
• Loans
  Who with, amount borrowed, amount owing, interest rates, repayment details and copies of loan documents
• Income
  All sources, gross amounts
• Tax deductions and rebates
  Copy of your last tax return would be helpful
• Expenditure
  Approximate amount of living expenses

Call 1300 308 880 (Monday to Friday, 8am to 8pm)