Pre-meeting Document Checklist
You have chosen an adviser and set up a meeting to get your personal advice. Here is a list of documents you should gather and take to your meeting. This is not an exhaustive checklist and your financial planner may ask for additional information customised for your particular needs. Print off a copy to make sure you've got all the information ready for your meeting.
Personal Details:
- age
- spouse and dependants
- heath status
- financial goals (short and long term)
- hobbies
- risk assessment
Financial documents/ statements
- bank statements
- pay stubs
- credit card balances
- mortgage or loan payment books
- list of assets (house, car, super, etc)
- list of liabilities (credit card debt, mortgage)
- expenses worksheet
- wills
- trust accounts
- superannuation details
- investment statements
- stock options
- insurance policies (health, income protection, life, home, car)
- tax return
- stock certificates
- business agreements
- pension benefits
- insurance benefits
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