We can refer you to our trusted Financial Adviser partner, Future Advisers. They can assist you in setting your financial objectives (income, growth and security of capital) and providing tax-efficient retirement and investment advice (including DIY super funds).
Prior to the first interview, it is recommended you consider your financial and lifestyle objectives for the short, medium and long term.
These may include:
- Wealth creation
- Savings capacity
- Income requirements present & future
- Retirement planning
- Lifestyle needs
In addition, we recommend you compile the following documents (listed below) for the initial interview to enable your financial planner to obtain a clear understanding of your present financial position.
- Personal investment details including investment and superannuation statements
- Tax returns
- List of liabilities e.g. amount and applicable interest rates
- Additional assets
- Living expenses
For more information and to book your consultation, visit www.futureaa.com.au .