Self Managed Super Fund, (SMSF) Specialists, Financial Planning, Newcastle, Lake Macquarie, Sydney, Hunter Valley

Preparing for Your First Meeting

Below we list some of the things you should consider prior to your initial meeting with your Beyond Wealth Advisor.

The process for a new client
  1. 1. Contact Beyond Weath to arrange an obligation free meeting with an experienced Beyond Wealth Advisor. 
  2. 2. Prepare and bring your financial information to the meeting (include information about your income and expenses, assets and liabilities, super statements, insurance policies, etc). Please see below for more details.
  3. 3. Meet face to face with one of our friendly, qualified advisers who will look at your total financial and personal situation, taking into consideration your needs, goals and objectives. This should take approx. 1 hour.
  4. Once this analysis has taken place, your Beyond Wealth Advisor can devise a comprehensive financial plan, tailored for your individual needs.
  5. Working with you, your Beyond Wealth Advisor can assist you to implement your financial plan
  6. Through regular communications (phone, email, meetings), our advisors will provide an ongoing monitoring service and will update of your plan to ensure you are effectively building and protecting your wealth.
Prior to the first, obligation free meeting

Step 1 Think about your financial goals.
For example, are you interested in: Protecting your income in case you fall ill? Borrowing to buy a home? Saving for retirement? Saving for something special? Generating extra income? Investing to build up a lump sum?

Step 2 Check how much you can afford to set aside to achieve your goals.
For example, you might pay or save: A specific sum each month out of your income; A single lump sum; or Lump sums when you can afford them.

Step 3 Consider how you feel about risk.
If your aim involves saving or investing, is it important to you that you do not risk losing any of your original investment (your capital)? Or can you afford to lose some of your capital, and are you willing to accept the risk that this may happen if it gives you the chance of a bigger return?

Step 4 Have available personal information that will help your Beyond Wealth Advisor make their assessment and recommendations.
For example, details of any partner, children or other dependants, your employment status, how much you earn, what income tax rate you pay, and what financial products you already have.

We are different

If the above sounds unusual coming from a financial planning business, perhaps you should talk to us. We really are different. Call us today on (02) 4956 6659 or email us.