The personal financial planning process is one that begins with defining your needs, objectives and your current situation. Once these are established, we are able to devise a plan to meet your financial goals.
We will typically tell you what you need to bring with you to your first meeting. We may even ask you to fill in a fact-finding questionnaire about your current situation before this meeting takes place.
To assist you in preparing for your first visit to us, a checklist of the likely information that will be required has been prepared. Of course, this list will vary according to your circumstances and the type of advice you require.
Income and Expenditure Checklist
Assets and Liabilities Checklist
Income and Expenditure
current and projected income;
latest payslip (for employees);
profit and loss statements (for business income);
superannuation/ pension entitlements;
statement of other non investment income;
family trust distribution documents;
maintenance payment agreement;
most recent taxation returns;
annuity income statements; and
current DSS benefit statements.
personal property (jewellery);
mortgages/ loans receivables;
company of trust loan accounts;
life insurance cash surrender value; and
other assets/ valuables.
fixed term investments;
current employee superannuation;
other superannuation (excluding rollovers);
shares and existing managed fund investments;
life insurance; and
other insurances (total and permanent disablement, income protection, trauma, general insurance, health insurance, business insurance).
transport (petrol, registration, insurance, maintenance, loan/ lease payments, parking, public transport);
health (health insurance, chemist, medical fees);
education (school fees, child care);
personal (clothing, footwear, entertainment, sports/ hobbies, subscription/ fees, life insurance, disability insurance, superannuation contributions); and
other expenses (child maintenance/ support, vet fees, etc).
Sound Life & Superannuation Agencies Pty Ltd trading as Sound Life Financial Services are Corporate Authorised Representatives of Synchronised Business Services Pty Ltd ABN: 33 007 207 650 trading as SYNCHRON Principal address: Level 1, 65 Palmerston Crescent, South Melbourne Vic 3051 Australian Financial Services License Number: 243 313
Life. A journey worth planning
Our training, knowledge, skills and dedication translate into high quality service and advice, helping you on to the right path to financial security.
We at Sound Life Financial Services are committed to working with you to help you achieve financial security and peace of mind.
The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objective, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to particular requirements or circumstances.
Copyright 2021 Sound Life Financial Services, Albany Western Australia