Your complimentary initial consultation with a financial planner will give you a chance to get to know each other.
They will explain how the financial advice service works, and how it can work for you. You’ll have the opportunity to talk about your current financial situation and your financial goals.
There’s no obligation to do any sort of preparation, but you may want to start by taking our financial health check. It will help you understand what types of financial planning services may be most appropriate for you.
Talk to your spouse or partner about these issues too. When you visit a financial planner, you’ll want to discuss what it is you want to achieve together as well as your individual dreams.
What to bring along. To help your financial planner gain a clearer understanding of your current finances and the planning services that could be right for you, a little preparation can go a long way. If possible, try to gather the following information before your first consultation:
Your first meeting is informal so don’t worry about gathering all the details. The important thing is to get started thinking about your financial future.