The personal financial planning process is one that begins with defining your needs, objectives and your current situation. Once these are established, we are able to devise a plan to meet your financial goals.
We will typically tell you what you need to bring with you to your first meeting. We may even ask you to fill in a fact-finding questionnaire about your current situation before this meeting takes place.
To assist you in preparing for your first visit to us, a checklist of the likely information that will be required has been prepared. Of course, this list will vary according to your circumstances and the type of advice you require.
Income and Expenditure Checklist
Assets and Liabilities Checklist
Income and Expenditure
current and projected income;
latest payslip (for employees);
profit and loss statements (for business income);
superannuation/ pension entitlements;
statement of other non investment income;
family trust distribution documents;
maintenance payment agreement;
most recent taxation returns;
annuity income statements; and
current DSS benefit statements.
OUR SERVICES EXPLAINED:
Download this handy reference PDF document to assis you in preparing for your consultation.
transport (petrol, registration, insurance, maintenance, loan/ lease payments, parking, public transport);
health (health insurance, chemist, medical fees);
education (school fees, child care);
personal (clothing, footwear, entertainment, sports/ hobbies, subscription/ fees, life insurance, disability insurance, superannuation contributions); and
other expenses (child maintenance/ support, vet fees, etc).
Sound Life & Superannuation Agencies Pty Ltd trading as Sound Life Financial Services are
Corporate Authorised Representatives of Synchronised Business
Services Pty Ltd
ABN: 33 007 207 650 trading as SYNCHRON
Level 1, 65 Palmerston Crescent, South Melbourne Vic 3051
Australian Financial Services License Number: 243 313