Lighthouse Financial Advisers Townsville | Helping people over 50 retire with confidence
  • Home
  • What We Do
  • Who We Are
  • Podcast
  • Blog
  • FAQ
  • Contact Us

FAQ - What information do I need?

2/2/2020

 
Papers beside a macbook
Making the leap to see a financial adviser can be a daunting process, especially knowing that you need to lay all your cards (regarding your financial situation) on the table.
​
You may feel as though you should have saved more or should be earning more income.
Whatever situation you may be in does not faze us in the slightest, we’ve seen it all before.

Compare it to going to a doctor, when they ask to see your medical history or for you to undress, you instinctively know that they only need that information to help you.

The information that you provide us is only used to enable us to create an effective financial strategy suited to your situation.

Once booked in for your 1st appointment we will supply you with a 2-page ‘Client Information Form’ asking for the following details:
  • Contact details
  • Employment details
  • Reasons for seeking advice
  • Value of your assets and liabilities
    • Superannuation
    • Investments
    • Property
    • Loans
    • Cash

When providing this information, we don’t need exact dollar amounts. We just need enough information to give us a rough idea of your current financial situation.

In addition to the Client Information Form we ask for recent payslips, as well as superannuation and investment statements (where applicable).  These payslips and statements have a lot of ‘behind the scenes’ information that can quickly help us see any initial changes we can make to reduce your fees and increase your tax savings.

Gathering this information only takes about 30 minutes of your time and allows us to have a valuable 1st meeting with you, finding the answers to:
  • Where are you right now?
  • Where are you on track to be?
  • Is there scope for us to work with you to get in the best possible situation for your future?

​Written by Ali Hogue.

Comments are closed.

    Author

    Dallas Davison, Michael Hogue and Ali Hogue.

    Archives

    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    April 2018
    March 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016
    October 2016
    September 2016
    August 2016
    June 2016
    May 2016
    April 2016
    January 2016
    November 2015
    July 2015
    June 2015

    Categories

    All
    Alice Springs
    Book Reviews
    Budget
    Charters Towers
    Cloncurry
    Contract
    Contributions
    Debt Reduction
    Economy
    Events
    Examples
    FAQ
    Fees
    Financial Adviser
    Financial Planning
    Fund Management
    Goal Setting
    History
    Hughenden
    Inflation
    Interesting
    Interest Rates
    Investment
    Julia Creek
    Lifestyle
    Media
    Money
    Money Over 50
    Mount Isa
    Pandemic
    Pension
    Priorities
    Retirement
    Richmond
    Risk
    Sharemarket
    Superannuation
    Tax
    Travel
    Uncertainty
    Wealth
    Winton

​HOME
WHAT WE DO
WHO WE ARE
PODCAST
BLOG
CONTACT US

Important Information
Financial Services Guide
Privacy Policy
Lighthouse Financial Advisers Townsville
​
Tel 07 4772 0938
Email mail@lighthouseadvisers.com.au
45 Ingham Road West End Townsville Qld 4810

Lighthouse Financial Advisers Townsville Pty Ltd ABN 26 146 225 505, 45 Ingham Road, West End Queensland 4810 is the holder of an ASIC Australian Financial Services Licence (AFSL) #471826.

Website by Grey and Grey
  • Home
  • What We Do
  • Who We Are
  • Podcast
  • Blog
  • FAQ
  • Contact Us