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
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Questions?
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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.