Review Update
Date
/
Day
/
Month
Year
Date
Information Update
Name
*
First Name
Last Name
Partner's Name
First Name
Last Name
E-mail
E-mail (partners)
example@example.com
Your Adviser
*
Ken Wicks
Michael Iacovella
Mike Smith
Louise Doughty
Abbi Hanna
To help us provide you with more helpful information during our meeting and so we can prepare for this meeting could you please provide the following information.
Bank Account value?
This is the value of cash you hold in various bank accounts. We do not have access to these figures directly. If possible, a breakdown is appreciated.
Centrelink (DVA) fortnightly income (if any)?
How much are you receiving per fortnight from CentreLInk or DVA?
What is your approximate monthly cost of living?
Normal living expenses, excluding holidays?
Has there been any changes in the value of your personal assets (car, caravan, boat, contents)?
What changes have happened in your finances over the last year?
Please let us know of any chnages in your finances that we may not be aware of.
What are your significant expenditure planned for the next 5 years?
Please let is know of any chages you are planning in your finances that we may not be aware of.
What are your significant expenditure planned for the coming year?
Holidays, renovations, car upgrades, etc.
Any change in your family circumstances of health over the last year?
Children, grandchildren, births, deaths& marriages, divorces, etc
What are the matters you would like to discuss during the meeting?
Please let us know of any areas you would like to cover as these may be things we can prepare information to help during the meeting.
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