Good Advice, Good Value, Good People

WHAT TO BRING TO THE MEETING

Documents to have readily available where appropriate:

Income and Expenditure

Current and Projected income:

  • Latest payslip (for employees)
  • Profit and loss statements (for business income)
  • Superannuation / Pension statement

Expenses – accounts / bills/ statements relating to:

  • Housing
  • Transport
  • Food & Personal
  • Health
  • Education

Assets and Liabilities – documents and valuations relating to:

Assets:

  • Principal residence
  • Vacant land
  • Company assets
  • Other assets/valuables

Liabilities:

  • Principal residence mortgage
  • Motor vehicle debt
  • Investment loans
  • Total credit card debt
  • Other liabilities

Existing Investments – documents and statements relating to:

  • Bank accounts
  • Fixed term investments
  • Superannuation
  • Managed Funds
  • Shares
  • Life insurance(total and permanent disablement, income protection, trauma, general insurance, health insurance, business insurance)