What to Bring to our Initial Meeting

In order to make our time together more meaningful, prior to our planning meeting it would be great if you could have the following information to hand/home work done.

The First Thing

  • Please bring the following documents to our initial meeting;

    • Proof of your address

    • Photo ID

       

The Next Thing

  • Please bring information on any financial products that you have, such as;

    • Pensions

    • Savings & Investments/Shares

    • Loans & Mortgages

    • Life and Serious Illness Cover

    • Income Protection policies

       

The Important Thing

  • When you were a child, you once made the comment such as, “When I grow up, I ________” “Before I die, I ________” or “After I retire, I ________”

  • Spend time thinking about these things;

    • Things you’ve always wanted to do!

    • Places you’ve always wanted to visit!

    • People you’ve always wanted to meet!

    • Subjects you’ve always wanted to study!

    • Hobbies you’ve always wanted to enjoy!

    • Ideas you’ve always wanted to explore!

  • Be prepared to tell us about these, however trivial, silly, unimportant or embarrassing they may seem.

  • You should prepare your lists individually at first, then make a separate list together.

  • Heres some ideas

    • Retire Early

    • Buy that New Home

    • Buy that Holiday Home

    • Quit your job and start that business you always wanted to start

    • One of you stay at home and mind the kids

    • School/College for the kids

    • Take that year out, travel the world, write that book, follow that dream!!

    • What about the grandkids?

    • No matter what it is we can help you plot that course to achieving it.

       

The Final Thing

  • Come with an open mind and know your taking the first step to securing you and your families financial Independence and Dignity.

  • And finally, please bring lots of questions!