To make your first appointment efficient and effective, we have created this handy checklist of what to bring. We set aside 2 hours for this first meeting with you as we believe it is crucial to getting our relationship off to a good start.
Suggested list of what to bring:
• An overall view of your current personal financial situation including income and expenditure e.g., Listing of Assets, Liabilities, income, and Expenditure.
• Photo ID
• Listing of existing shares held (in / outside) super.
• Managed Investment Funds
• Details around your personal income salary package / arrangements
• Cash holdings i.e., Cash Management account, Term deposits etc.
• Details of any Personal risk insurance policies. (Life Insurance cover, Income Protection etc.)
• Details of any Superannuation held (Retail super fund) – a copy of most recent statement will be great OR
• Superannuation (SMSF) – a copy of most recent tax return for the SMSF
• SMSF – Trust Deed and ABN
• SMSF – copy of the investment strategy document prepared.
