Retirement Income and Security
Retirement Income to fund your life
First Meeting - What Can I Expect?
Establish Your Identity
You are required to prove who you are for Anti Money Laundering Counter Terorism Funding - AMLCTF. Sounds tough, however a Driver Licence or Passport is sufficient. If neither of these then you need government paperwork and utility bills.
What would you prefer to get out of the meeting?
When you leave the meeting, what would you like to have or know?
What do you currently own or have invested?
Superannuation statement.
Bank Statement and current balances.
Make Model Year of car(s)
Share Holding Statement
Any other investments, holdings, loans to others.
WHO owns WHAT?
What debts do you have or Guarantees?
Mortgage.
Car Loan.
Personal Loan.
Credit Card debt(s).
What have you tried regarding investing in the past and how did it go?
What has worked out OK, been neutral, or not worked out as you would have preferred?
What might be a goal you have now?
Preferred Income?
Money to fund a Lifestyle Choice?
A place to live?
What might be important to you as a person?
What am I looking at paying?
The first meeting is a token $440.*
At the end of that meeting all parties will know the best way to proceed.
Your Peace of Mind is paramount.
There are no hidden fees or things that must be paid.
There is no charge or fee unless you are told in advance and you agree to it in writing.
The only time a charge or fee is put forward is when all parties feel it is in your absolute best interest.
*There is no suggestion that this is a tiny bit of money, the facts are that there is a HUGE amount of record keeping, compliance to legislation and oversight of Professional Financial Planning, which takes hours of work, to protect your assets and you as a person.