Checklists

In order for us to understand your current situation and develop a tailored plan, it’s important that you come to your first formal meeting with as much information about your financial situation as possible.

Pre-first meeting

  • Most recent superannuation statements
  • Salary slips
  • Current investment and insurance schedules
  • Any estate planning documents such as wills, trusts or power of attorney
  • Copies of certified driver’s license or other form of ID

Risk optimiser

  • Latest summaries of your existing insurance policies
  • Latest statements of your assets and liabilities
  • An indication of your monthly budget

Retirement

  • Latest superannuation schedule
  • Latest salary slip
  • Relevant investment and insurance schedule
  • Estate planning document such as wills, trusts and power of attorneys
  • Copies of certified ID