BEFORE WE MEET
Before attending the first appointment, think about why you want to build and protect your wealth. What is important to you and your family? Do you want to retire early? Do you want to protect against death or disability? Do you want work less so that you can spend more time with the family or travel? In addition to these personal goals, bring as much information about your current situation as possible including superannuation statements, insurances, investments, loan details and anything else relevant to your finances. To see how prepared you are, feel free to take our 5-minute financial health check.