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?

Learn more

• What is my financial plan?
• What can my financial planner do for me?
• Find out more on the consultation process
• Why choose Qwealth financial planning?
• Find out about our free Qwealth seminars

Download

• Qwealth Financial Planning brochure
• Financial Services Guide (FSG)

Questions?

Fill out an online enquiry form

Contact our financial planners directly

_{All Qwealth financial planners are authorised representatives and provide advice under the authority of Comcorp Financial Advice Pty Ltd (ComCorp), AFSL 331 367, ABN 89 133 593 012. QSCU receives a commission for referrals to ComCorp and Oasis. You should consider the relevant product disclosure statement (PDS) before investing in a product. Please refer to the QSCU Financial Services Guide (FSG) and the ComCorp FSG for more information.  The ComCorp FSG is available by calling 1300 787 787.}