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.