What to bring to your first meeting
Below we list some of the things you should consider bringing to your initial meeting with your Invest View Advisor.
Prior to the first, obligation free meeting
Step 1 Think about your financial goals.
For example, are you interested in: Protecting your income in case you fall
ill? Borrowing to buy a home? Saving for retirement? Saving for something
special? Generating extra income? Investing to build up a lump sum?
Step 2 Check how much you can afford to set aside to achieve your goals.
For example, you might pay or save: A specific sum each month out of your
income; A single lump sum; or Lump sums when you can afford them.
Step 3 Consider how you feel about risk.
If your aim involves saving or investing, is it important to you that you do
not risk losing any of your original investment (your capital)? Or can you
afford to lose some of your capital, and are you willing to accept the risk that
this may happen if it gives you the chance of a bigger return?
Step 4 Have available personal information that will help your Invest View
Wealth Advisor make their assessment and recommendations.
For example, details of any partner, children or other dependants, your
employment status, how much you earn, what income tax rate you pay, and what
financial products you already have.
We are different
If this sounds unusual coming from a financial planning business, perhaps you should talk to us. We really are different. Call us today on (02) 9326 6266 or email us.