Lockeridge Financial Advisory

07 5597 5550

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Preparing for The First Meeting

Before you meet with financial planners for the first time, you need to be prepared so we can get a clear picture of where you’re at today and where you want to be in the future.

What to prepare?

  • Income: salary, dividends, investment interest, investment property income and any other income
  • Taxes: how much tax do you pay
  • Expenses: everyday living and irregular expenses and planned expenses
  • Debts: credit card balances, loans, mortgages and any other debts
  • Insurances: what are you covered for and for how much (inside or outside super)
  • Superannuation: number of funds and current super balance

What to bring?

  • Current and projected income
  • Existing investments and their balance
  • Superannuation statements and insurance policies
  • Outline of your assets and liabilities

What are your goals?

  • Pay off your mortgage faster
  • Protect your wealth and family
  • Build wealth and plan for retirement
  • Reduce tax position

Think about your goals and priorities. What sort of advice are you seeking? This will help the team at LFA to understand how to tailor a financial plan that suits your needs.

Meeting With Your Expert Financial Advisor

Meeting With Your Expert Financial Advisor

What Happens Next?

After we assess your risk tolerance we give you access to a wide range of investment options and establish an investment review approach that’s in line with your strategy.

Our six-step financial planning process is simple, cost-effective and all about creating value.

  • Step 1 – Gather financial data
    So we can fully understand your current financial situation, we gather as much information as possible including details on your income, debt level and other commitments.
  • Step 2 – Identify your goals
    Make sure you clearly define your needs and goals at your first meeting with a financial adviser.
  • Step 3 – Identify any financial issues
    By considering your current financial situation and understanding your goals, a financial adviser will identify any deficiencies between where you are now and where you want to be.
  • Step 4 – Preparing your financial plan
    Your financial adviser will identify and compare recommended investments and address your attitude to risk.
  • Step 5 – Implementing your financial plan
    When you’re ready to implement your plan, a financial adviser will show you how to put your plan into action.
  • Step 6 – Reviewing and revising your plan
    For most people, their financial plan is the start of a long-term relationship with their financial adviser. To ensure your plan stays up-to-date and relevant to the economic climate and your changing lifestyle and goals, you should:

    • review it annually
    • keep an eye on your investments
    • review the advice with your adviser if major changes occur in your circumstances

To talk to our friendly financial planners Gold Coast team about how we can help,

Please Call 07 5597 5550

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Links

  • Home
  • Services
    • Wealth Accumulation
    • Pre-Retirement
    • Retirement
    • Personal Wealth Protection
    • Aged Care
    • Estate Planning
  • Resources
    • Aged Care Gurus
    • Preparing for The First Meeting
  • Latest News
  • About Us
  • Contact Us
    • Location

Services

  • Aged Care – We Care
  • Estate Planning
  • Personal Wealth Protection
  • Pre-Retirement
  • Retirement
  • Wealth Accumulation

Contact Info

Address: Suite 2b, Level 1, 14 Carrara Street, Benowa QLD

Phone: 07 5597 5550

Fax: 07 5597 0047

Email: admin@lfa.net.au

Julie Lockeridge and the Lockeridge Financial Advisory Pty Ltd ACN 604 170 416

Authorised Representatives of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995,

Australian Financial Services Licensee AFSL 230323,

Register Office of Consultum is Level 6, 161 Collins Street, Melbourne VIC 3000

Copyright © 2022 Lockeridge Financial Advisory. All Rights Reserved.

Admin