What To Bring To The Meeting
Documents to have readily available where appropriate:
Income and Expenditure
Current and Projected income:
- Latest payslip (for employees)
- Profit and loss statements (for business income)
- Superannuation / Pension statement
Expenses – accounts / bills/ statements relating to:
- Housing
- Transport
- Food & Personal
- Health
- Education
Assets and Liabilities – documents and valuations relating to:
Assets:
- Principal residence
- Vacant land
- Company assets
- Other assets/valuables
Liabilities:
- Principal residence mortgage
- Motor vehicle debt
- Investment loans
- Total credit card debt
- Other liabilities
Existing Investments – documents and statements relating to:
- Bank accounts
- Fixed term investments
- Superannuation
- Managed Funds
- Shares
- Life insurance(total and permanent disablement, income protection, trauma, general insurance, health insurance, business insurance)