SWM

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What to bring to your first appointment?

Bringing appropriate documentation to the appointment will help us make the most of our time together.

Here is a brief checklist of information and documents to bring:

    • Recent pay slips
    • Recent pay slips for your partner if you are looking at joint investments
    • Existing Superannuation statements
    • Loan and Credit Card statements
    • Insurance policies / statements
    • Information related to current investments
    • Any other personal budget information (expenditure along with assets and liabilities)
 

General Advice Warning

"The advice contained herein does not take into account any persons particular objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product persons should assess whether the advice is appropriate to their objectives, needs or financial situation. Persons may wish to make this assessment themselves or seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Persons doing so, do so at their own risk. Before acquiring a financial product a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

JV Wealth Pty Ltd ABN 51141826566 is a Corporate Authorised Representative of Wealth IQ Group Pty Ltd (AFSL 527880/ ABN 45644154914)
please visit our library for our financial services guide & privacy policy

General Advice Warning

 The advice contained on this site does not take into account any persons particular objectives, needs or financial situation.  Before making a decision regarding the acquisition or disposal of a Financial Product persons should assess whether the advice is appropriate to their objectives, needs or financial situation.  Persons may wish to make this assessment themselves or seek the help of an adviser.  No responsibility is taken for persons acting on the information on this site.  Persons doing so, do so at their own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.