Get Started on a Better Financial Future
Getting professional financial advice is one of the best things you can do to achieve the future you want. Don’t delay.
- Phone NewCourse Financial on (07) 4953 3822 to arrange an initial meeting
What to bring to the initial meeting
- Proof of identification documents, eg, birth certificate, passport, driver’s licence, citizenship certificate, other photID and pension card.
- Confirmation of your salary (pay slip, group certificate) or other proof of your income if self-employed.
- Details of any other income, such as rent or dividends from shares or interest from savings.
- Details of your latest superannuation account (latest member statement).
- Your bank and credit card statements.
- Your latest home loan statement (if relevant).
- Details of any other loans you may have (shares loan, managed fund loan, car loan or lease).
- A list of all your financial assets (and their values) other than your home or car. Eg, shares, managed funds, an investment property.
- Details of all your insurances, both general (home and contents) and personal (life, income, health, trauma and total and permanent disability insurances).
- Details of your will and any other similar items (powers of attorney, binding nominations).
- Details (if any) of any corporate/legal entity you may have. Eg, family trust, company, partnership.
