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Finance Planning, PAC Financial

How to get the most out of your meetings with your financial adviser

To get the most out of your financial adviser, be prepared. Gather all the current information you have about your financial circumstances (and your partner’s), including:

  • Income: wages, salary, interest, rental income, government benefits and dividends
  • Expenses: household budget and expenses (such as food, clothing, telephone, internet and council rates) and lifestyle expenses (such as gym memberships and annual holidays)
  • Assets: your home, car or other assets of value
  • Debts: mortgage, credit card and loan repayments
  • Investments: statements from shareholdings, other investments and bank accounts like term deposits
  • Insurance: life, total & permanent disability (TPD), trauma and income protection policies
  • Superannuation: annual statements from your fund
  • Estate plan: Will and power of attorney
  • Professional advisers: your accountant and solicitor
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