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Get your paperwork together
Your financial adviser might ask for key financial documents that provide a clear picture of your total financial situation.
It will help them understand:
- Incomes: your salary, investments and government benefits.
- Assets: your house, car, savings, and investments.
- Debts: credit cards, mortgage and personal loans.
These documents can include, but are not limited to:
- bank statements including credit card statements, mortgage or leasing documents
- superannuation statements
- a household budget or list of living expenses
- personal insurance policy statements.
Other ways to provide documents
Some financial advisers will ask for your financial information before your first meeting. In this case, they’ll provide you with instructions for how to do this. For example, they may use an app or online platform that accepts uploaded documents.
This lets them review your financial situation before you meet and focus on discussing your goals and priorities.
Here's some questions to ask your adviser during your first meeting.
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6 to 10 Jan 2025, 8:30am to 5pm (Sydney time)
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Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.