About your appointment

To help your financial planner understand your current finances better and the services that could be right for you, please bring the following information with you.

If you don’t have them handy, that’s not a problem either.

  • Your income. If you’re self-employed or receive income from more than one source, please feel free to bring your taxation documents.
  • Your assets (property, superannuation statements, savings and investments) and liabilities information.
  • Insurance policy statements such as life, disability or income protection policies.
  • Your budget or an estimate of where your money goes each month, including your mortgage or rent, personal or business loans and credit card debt. You may find our budget planner useful for this purpose.
  • Personal identification documents.
  • Your short and long-term financial goals, and any other questions you may have.

Contact us today to make an appointment


BSB: 704 230

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