Preparing for your first visit

Prepare a list of questions for the adviser. Before seeing an adviser make sure you understand the reasons you have for seeing one, your financial position and priorities.

Gather together your financial documents and have them on hand in case you need to refer to them. Your adviser will ask you questions about your financial position so it is helpful to have a good understanding of these details. Before going to the meeting you might like to review your exiting budget, your level of super and savings, your income, your family situation and any lifestyle changes you foresee that may affect any of these.

Here is a complete checklist of information and documents to bring:

asset and liability statement [Click here to download]
personal budget [Click here to download]
recent pay slips for you and your partner
last superannuation statement - all accounts
12 months statements for all loans
3 months statements for all credit cards
copy of any personal insurance policies
information related to current investments
last rates notice
most recent 2 years tax returns if you are self employed