Making the leap to see a financial adviser can be ...
By Ali Hogue on February 02, 2020

FAQ - What information do I need?

Making the leap to see a financial adviser can be a daunting process, especially knowing that you need to lay all your cards (regarding your financial situation) on the table.

You may feel as though you should have saved more or should be earning more income.
Whatever situation you may be in does not faze us in the slightest, we’ve seen it all before.

Compare it to going to a doctor, when they ask to see your medical history or for you to undress, you instinctively know that they only need that information to help you.

The information that you provide us is only used to enable us to create an effective financial strategy suited to your situation.

Once booked in for your 1st appointment we will supply you with a 2-page ‘Client Information Form’ asking for the following details:
  • Contact details
  • Employment details
  • Reasons for seeking advice
  • Value of your assets and liabilities
    • Superannuation
    • Investments
    • Property
    • Loans
    • Cash

When providing this information, we don’t need exact dollar amounts. We just need enough information to give us a rough idea of your current financial situation.

In addition to the Client Information Form we ask for recent payslips, as well as superannuation and investment statements (where applicable).  These payslips and statements have a lot of ‘behind the scenes’ information that can quickly help us see any initial changes we can make to reduce your fees and increase your tax savings.

Gathering this information only takes about 30 minutes of your time and allows us to have a valuable 1st meeting with you, finding the answers to:
  • Where are you right now?
  • Where are you on track to be?
  • Is there scope for us to work with you to get in the best possible situation for your future?

Written by Ali Hogue.
Published by Ali Hogue February 2, 2020