What do I need for the first financial planning appointment?

We’ll let you know if you need any specific documents when you arrange an appointment, but some of the things we’re likely to discuss in your first appointment include:

  • your income, debts and investments, including superannuation;
  • your current level of insurance;
  • the expectations you have for your financial situation and lifestyle in retirement; and
  • any questions you have.

These FAQs are bound by our standard terms and conditions.