How can I make the most of my meeting?

It’s good to see you are taking charge and thinking about your financial plans. So that you can make the most of the meeting, it would be great if you could bring:

  • a good understanding of where you’re at now – any current budget, income and expenses
  • some ideas on what you want to achieve financially
  • some thoughts on your key challenges
  • any recent or upcoming changes which might affect your finances
  • along with any relevant information and documents including current investments or insurances, details of KiwiSaver or current mortgages
 

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