So that your plan is both in tune with your circumstances and achievable, you’ll need to provide your planner with some detailed information about yourself.

Use the checklist below as a guide.

Your financial details

  • What’s your personal annual income?
  • What’s your combined family income?
  • What do you expect your future income to be (including any inheritances)?
  • What are your family circumstances? (e.g. How many children do you support?)
  • What are your current assets and liabilities?
  • What do you pay in tax and do you owe any tax?
  • What Super and insurance do you have?
  • What investments do you have?

Your personal situation and goals

  • How old are you?
  • When do you want to retire?
  • How do you want to educate your children?
  • Is a second home (like a holiday house or investment property) important to you?
  • Do you have dependants you need to provide for?
  • Do you have an up-to-date Will?
  • Are there any significant expenses on the horizon?

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Community and Corporate Financial Services Pty Ltd ABN 44 079 121 136 AFSL No. 22 50 85 (“ComCorp”) is a wholly owned subsidiary of the Tolhurst Group Ltd (ABN: 50 007 870 760) and holds an Australian Financial Services License issued by the Australian Securities and Investment Commission (ASIC) and is responsible for the advise you receive. Tolhurst Group Ltd is also the parent entity of InterFinancial Limited ABN 14 010 740 342, AFSL 238 136.Financial advice is provided to QSCU Members by Community and Corporate Financial Services Pty Ltd. ABN: 44 079 121 136 AFSL 225 085. QSCU receives a commission for referrals to ComCorp.
You should refer to the QSCU Financial Services Guide and the Comcorp Financial Services Guide for more information.