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Things to bring.
To enable us to provide high quality advice and service it would greatly assist us if you could bring the following items and information to your scheduled appointment.
- Copies of current loan statements (last six months)
- Current investment statements
- Existing insurance policy documents
- Statement of existing shareholdings
- Investment property details
- Bank account details
- Details of salary and employee benefits (last two pay slips)
- Current superannuation statements – employer and personal (showing current balances and benefits)
- Retirements, retrenchment or redundancy payout details
- Copy of Land Rates Notice
- If self-employed, copy of last two years Income Tax Returns
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Financial education
At Income Solutions we know that education is critical in helping our clients obtain financial freedom. Therefore we host monthly information evenings which are open to anyone wishing to learn how to help their financial future. Contact us to make a free booking.
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