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- age;
- annual income;
- annual and any future expenditure. If unsure please request our budget planner and you can complete prior to our meeting;
- assets such as home, car, boat, antiques;
- liabilities such as mortgage, credit card and personal loans;
- investments such values of any bank accounts, managed funds, shares, investment property you may hold;
- superannuation. Your current balance and most recent statement;
- insurances. Details regarding any life and total and permanent disability, income protection, trauma and medical insurances held. You may be surprised to find you hold some within your superannuation fund;
- dependants – how many children and their age;
- health – your current health status and any previous health issues;
- short (1 year), medium (3-5 year) and long-term (5+ years) lifestyle and financial goals.
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