Ph 02 6173 2000
fp@asetwealth.com.au
Ground Floor, 39 Brisbane Avenue,
Barton ACT 2600
Get in touch with Aset Wealth Management…
What to bring to a meeting with your Financial Adviser…
The more details you can provide us with the better, as this helps us to provide you with tailored solutions. The type of information you need to bring to a meeting includes the following:
Financial details, including payslips, bank statements, insurance policies, statements from existing investments, superannuation fund statements, details of any other assets and liabilities.
It is also useful to have prepared your budget as this gives us an indication of your income and expenses and sets boundaries within which we need to work.
Spend some time thinking about your goals and objectives. Try to classify them into what you want to achieve over the short, medium and long term.