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