At your first meeting, we will ask you about you – about where you are now, about your expectations, about how you would like to live your life.

Then we will conduct something called “fact finding” – we will ask about your personal circumstances and your attitude towards risk (whether you are a conservative or aggressive investor, or somewhere in between).

Don’t be surprised when we ask for detailed personal information – we need it to put together your financial plan!

We will ask for your:

  • age
  • current personal income
  • family income
  • future income (inheritances included)
  • day-to-day expenses
  • your family circumstances (number and health of dependants, dependants from previous relationships etc)
  • future expenses
  • assets and liabilities
  •  tax paid and tax owed
  • super and insurance situation
  • current investments
  • state of health.

We will also need to have considered your goals and current financial position, including:

  • when you want to retire
  • how you want to educate your children
  • whether a second home, like a holiday house, is important to you
  • do you have dependants you need to provide for, if you are unable to work or if you die
  • whether you have an up-to-date will
  • whether you are expecting any large expenses

So when you come along to our first meeting, have this information ready and handy!

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