What to have with you
To ensure we obtain all the information necessary to establish an understanding of your current financial circumstances, please have with you:
- Details of your personal assets e.g. home, car and boats
- Statements of your financial assets e.g. superannuation, shares and property
- Your Loan / Insurance details e.g. home mortgage, credit card and life insurance
- Your Income details e.g. salary, pension or interest income
- Details of your expenses e.g. living expenses and regular commitments
- Your Tax File Number.