Before we meet
- A recent super statement for each account (or a myGov screenshot).
- A rough idea of what comes in and goes out each month.
- Any loans, and your home value if you own one.
- Your questions. There are no silly ones.
In the meeting
We talk about you first: your family, work, what you want life to look like and what keeps you up at night. Then we look at the numbers together. You will not need to wear a suit, and neither do we.
By the end you should know whether we can help, and roughly how. There is no obligation to go further.
If you go ahead
Personal advice is set out in a Statement of Advice (SOA), which explains our recommendations, why we made them, the risks and the costs. We will give you our Financial Services Guide before we provide advice.
How to check any planner
Look them up on the Moneysmart Financial Advisers Register. See also choosing a financial planner in Brisbane.
Book a no-obligation chat with the FinForce team, Level 7, 190 Edward St, Brisbane.
Quick answers
What should I bring to a first meeting with a financial planner?
Super statements, a rough budget, details of any loans and your questions.
Do I have to commit at the first meeting?
No. The first chat is no-obligation.
Sources
General advice warning. This article is general information only and does not take into account your objectives, financial situation or needs. Rules and thresholds change; check the sources above. Past performance is not a reliable indicator of future performance. Consider the relevant PDS and our Financial Services Guide and seek personal advice before acting. FinForce is authorised under Financial Force Pty Ltd AFSL 238337. Shay has been authorised since 18 October 2011.