The quality of advice that is delivered will highly depend on the quality of information that you provide us. The below list provides a guide on what to bring to your appointment:

  • Photo ID
  • Income Details (Tax returns are great)
  • An estimate of your usual expenditure/cost of living
  • A summary of your assets
    • Property
    • Bank Accounts
    • Superannuation Accounts (Copies of your most recent statement are great)
    • Shares/managed funds
    • Lifestyle assets
    • Other holdings
  • A summary of your liabilities
    • Mortgage
    • Credit Card
    • Car loans
    • Other personal loans
  • A summary of any personal insurance that you have (Life, TPD, Trauma, Income Protection)

We look forward to using this information to help maximise the value delivered to you.