Helping you on your journey
Your First Appointment
What to expect
Your first appointment is all about getting to know you.
Where are you on your finance journey
What are your goals
Where do you want to be
How we can help you
The appointment usually goes for around 1 hour. We will run through general finance, how the rules work, benefits and pitfalls, an overview of how certain strategies could assist you and how we can assist you in your finance journey.
Everyone’s situation is different so there is no set list of things to bring with you, however the more information the better. The better we can understand your existing situation the better we can advise you.
A summary of the usually items we find help are:
Payslips / Tax Returns
Superannuation Statements
Insurane Statements (Life, TPD, Trauma and Income Protection)
Investment Statements (Managed Funds, Shares or Crytpo)
Bank Account Balances
A brief overview of your main assets and liabilities
Any budgets, cashflows or a rough idea of spending
A form of indentification (Driver’s License / Passport etc)
Finding some of these items especially up to date can be challenging, so dont worry if the statements are older as we can always contact the relevant providers on your behalf to get more updated data.
Items to bring with you
“We learnt more in our first meeting, than we did our previous adviser of 5 years.”
— DARREN AND MIA, NMW CLIENT
