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Below is a list of things to prepare (if possible) before your meeting with Singleton Financial Planning Pty Ltd. Please have the following pieces of information ready:

Identification – A copy of your driver’s license(s). If you do not have a licence please bring your passport/proof of ID card.

Superannuation – A copy of your most recent statement from your superannuation fund. If you have more than one fund, please bring a statement for each. If you are unable to locate a statement please obtain:

  • Membership Number
  • Approx. Account Balance
  • Fund Provider
  • Risk Profile

Investments – If you own direct shares, a managed fund or have an investment property please provide us with:

  • Purchase Price
  • Purchase Date
  • Most Recent Statement
  • Shareholder Reference Number (SRN)
  • Number of Units
  • Rental Income

Personal Insurance – If you already have personal insurance (life, total permanent disability (TPD), income protection or trauma insurance) please bring policy statements with you to the meeting.

Debt (Personal Loan, Credit Cards and/or Mortgage) – Please provide;

  • Home/Investment Loan Statement(s)
  • Personal Loan Statement(s)
  • Credit Card Statement(s)

Tax Return – Please bring:

  • Your most recent tax return including tax file number (TFN)
  • Payment summary from your employer
  • Your last three pay slips and/or employment contract

Estate Planning – A copy of your will and power of attorney if you have them.

Please feel free to bring anything else you feel may be relevant.

If you any questions do not hesitate to contact us ask@singletonfinancialplanning.com.au

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