Personal identification
This could be your current Driver’s Licence, Passport, Birth Certificate or some form of Photo ID.
Preparing for your appointment
What to bring
To help us gain a clear understanding of your situation, please bring the following information (where readily available) to your appointment.
To maximise your discussion time with your adviser, you may wish to download and complete the Data Collection & Needs Analysis form before your meeting.
Superannuation and investments
This could include your last 12 months’ statements for Superannuation, Managed Funds, Investments, Collectibles, ASX Shares, Investment Properties, and Employee/Direct Share Plans.
Income and tax details
This could be two recent Pay Slips, copies of previous two years’ Tax Returns (can be accessed at a later date).
Banking details
This could be your last 12 months’ statements for your Bank Accounts and Term Deposits.
Loan details
This could be your last 12 months’ statements for your Home Loan, Personal Loan, Family Loan, Overdraft and Credit Cards.
Insurance
This could be policy statements for Personal Life, TPD, Income Protection and Trauma Insurances.
Legal
Estate Planning Documents (Wills/POA), Beneficiary Nominations, Trust Deeds and Company Documents.
Where to find us
We’re located on Level 2, 16 Parliament Place, West Perth
Paid parking is available immediately outside the office on Parliament Place. There are parking machines on the street which accept both coin and card (surcharge applicable), however we recommend that you download and set up the EasyPark App to assist with your payment as the number of parking machines is limited.
The rates for parking are $5/hr or part thereof with a $2 minimum with a maximum of 3 hours parking. We recommend that you allow at least 1 hour for your appointment.
Scan the QR to download EasyPark.
Paid parking is available immediately outside the office on Parliament Place. There are parking machines on the street which accept both coin and card (surcharge applicable), however we recommend that you download and set up the EasyPark App to assist with your payment as the number of parking machines is limited.
When you arrive, come on into our office and take a seat on the front lounge. We will be alerted to your presence and one of our lovely staff will come to greet you.
If you have any questions in the meantime feel free to call or email us.
We look forward to seeing you soon!
