Skip to Content

Before you meet a financial adviser for the first time, you need to be prepared so your adviser can get a clear picture of where you’re at today and where you want to be in the future.

What to prepare

  • Income: salary, dividends, investment interest, investment property income and any other income
  • Taxes: how much tax do you pay
  • Expenses: everyday living and irregular expenses and planned expenses
  • Debts: credit card balances, loans, mortgages and any other debts
  • Insurances: what are you covered for and for how much (inside or outside super)
  • Superannuation: number of funds and current super balance

What to bring

  • Current and projected income
  • Existing investments and their balance
  • Superannuation statements and insurance policies
  • Outline of your assets and liabilities

What are your goals?

Do you want to:

  • Pay off your mortgage faster
  • Protect your wealth and family
  • Build wealth and plan for retirement
  • Reduce tax position

Think about your goals and priorities. What sort of advice are you seeking? This will help your financial adviser understand how to tailor a financial plan that suits your needs.