Prepare for it


Getting ready for your appointment

What to expect

Some people find the idea of meeting with a financial planner a little daunting, but it shouldn’t be. Once you arrive, you’ll find that your planner is a friendly professional who just wants to help. To get the most from your appointment, be sure to ask lots of questions to get the information you need.


Where you’re at now

The first thing your planner will want to know is what you want to achieve. Is there a specific area you want to look at, or are you looking for a full financial plan? They’ll then review your financial position – what savings and assets you have, along with any debts.

Your goals

Your planner will then want to understand your goals. Do you want to pay off your mortgage faster? Save more money? Travel more? Put your kids through university? They’ll also want to talk about your plans for life in retirement and the lifestyle you’d like to live. 

Identify opportunities

Once your planner understands your current position and where you want to be in the future, they’ll work with you to identify any gaps. From there, they’ll develop a plan and strategy to help you bridge those gaps, so that you finish where you want to be.

Develop the plan

Your financial planner will carefully review all of your information and put together a Statement of Advice, which sets out your unique financial strategy. It’s completely up to you to decide whether or not to implement the recommended strategies, but it’s worth remembering that this advice has been given with your absolute best interests in mind.

Put the plan into action

Once you have your plan in place, it’s time to put it into action. Your financial planner is there for you at every stage of implementation (you’re not in this alone!) and will help you work through your action plan, providing as much (or little) help as you want.

Review your progress

Once your plan is underway, it’s important to review every year or two, or when your life changes. It’s especially important to review after significant life events, like getting married or divorced, starting a family or inheriting some money. Your planner can see how you’re travelling in relation to your goals, and help you adapt your plan as required.


What to bring to your first appointment

For your first meeting with your planner, we need you to bring your:

  • latest super or pension statement (and statements from other funds, if you have super elsewhere)
  • most recent tax return and tax assessment notice
  • details of your insurance policies
  • details relating to the money you have outside of super – bank accounts, shares, property etc
  • details of any debts you have – mortgage, personal loans, credit cards etc.

We’ve put together a checklist of items required for your appointment which may help.


Book your meeting now

There’s no better time than now to see a planner. So seize the moment and book an appointment right now. Call us on 1800 757 607 or make an appointment now.


Learn more