Financial advice assistance
Get the most out of your meeting with the Financial Planner
Be prepared and make sure you bring along:
- Details of all your investments
- Details of your superannuation policies
- Details of any life insurance policies
- Details of any accident/sickness policies
- List of current assets and liabilities
- Budget showing your income and expenses
- Questions that you would like to ask your Planner.
To make the most of your meeting, consider these questions:
- What is the most tax effective way for me to save and grow my assets?
- Am I ready to take advantage of the proposed changes to superannuation?
- Should I be saving via super, non-super or paying off the house?
- Is margin lending or gearing the right strategy for me?
- What insurance do I need to protect myself and my family?
- When should I start seriously planning for retirement?
- How much do I need to live comfortably in retirement?
Before meeting your Westpac Financial Planner
To get even more from your meeting, you can:
- Download the Westpac Planning Workbook (PDF 1.0Mb)
- Complete pages 7 – 11
- Bring the workbook to the meeting.
This will help you clarify your current financial situation and investment goals. It will also help your Financial Planner give you strategies to make the most of your money and your current circumstances.
You can also look at our simple budget planner to assess how much you currently spend and how much you can potentially save each month.
