In preparation for your meeting with Elliot Watson Financial Planning we ask that you have ready the following information:
Identification – copy of your driver’s license(s). If not available, then passport/proof of ID card.
Superannuation – copy of your most recent superannuation fund. If you have multiple funds, please provide statements for all funds. If you cannot find a statement, please obtain;
- Approximate account balance
- Membership number
- Fund provider
- Risk profile
Investments – do you own managed funds, direct shares or an investment property? If so, please provide us with;
- Most recent statement
- Share holder Reference Number (SRN)
- Purchase price
- Date of purchase
- Number of units
- Rental Income
Personal Insurance – do you have any life, total and permanent disability (TPD), income protection or trauma insurance? If so please provide policy statements.
General Insurance – please provide states (if applicable) for:
- Private health insurance
- Home and contents insurance
- Car, boat, caravan, motorbike insurance
- Business insurance
Debt (Mortgage, Personal Loan, Credit Cards) – please provide;
- Home/Investment loan statements
- Credit card statement(s)
- Most recent tax return including tax file number (TFN)
- Payment summary from your employer
- Employment contract and/or last 3 pay slips
Estate Planning – a copy of your will, powers of attorney.
Anything else you feel may be relevant.
If you any questions do not hesitate to contact us at email@example.com
The information within, including tax, does not consider your personal circumstances and is general advice only. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this information you should consider its appropriateness, having regard to your own objectives, financial situation and needs. You should read the relevant Product Disclosure Statements and seek personal advice from a qualified financial adviser.
The views expressed in this publication are solely those of the author; they are not reflective or indicative of licensee’s position and are not to be attributed to the licensee. They cannot be reproduced in any form without the express written consent of the author.
Elliot Watson Financial Planning Pty Ltd and its advisers are Authorised Representatives of RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429.