• What provider/s manage your superannuation?
  • What is the current balance/s?
  • Do you know your member number/s?
  • Do you have a valid binding beneficiary nomination in place if you were to pass away?
  • Are there any insurances attached to your account?


  • Which provider manages each loan?
  • What are the current outstanding loan amount/s?
  • What is the interest rate on each loan?
  • How much credit card debt has been accrued?
  • How many credit cards do you have?


  • How predictable is your spending?
  • How consistent and secure is your income?
  • What are the sources of your income?
  • What is your current saving capacity?
  • Do you have enough in your cash reserve for a rainy day?
  • Are you generating a budget surplus?
  • What is the current interest rate being charged?


  • Do you know your policy number/s?
  • How are you paying your premiums?
  • What insurances do you have inside Super?
  • What insurances do you have outside Super?
  • What are your premiums costing you?
  • What events you are specifically covered for?
  • Do the cover amounts meet your needs?

Estate Planning:

  • Do you have a current Will and when was it last updated?
  • Have you nominated an Enduring Power of Attorney or Medical Enduring Power of Attorney?
  • Where are the Wills and POA’s stored?
  • Has the guardianship of your children been organised within your Will?
  • Do you have any wishes or restrictions regarding the division of your estate?

Think about your goals:

Do you want to…

  • Build wealth and save for retirement?
  • Pay off your mortgage sooner?
  • Save for your children’s education?
  • Save for a holiday?
  • Protect and provide for those important to you?

My Financial Needs:

  • Where I am today?
  • Where would I like to be?
  • Can I get there?
  • How do I get there?
  • How can I stay on track?