How can I make the most of my meeting?

It’s great to see you are taking charge of your future by meeting with one of our financial advisers.

To make the most of our upcoming meeting, here are some areas to think about as well as a bit of information to prepare and bring with you:

1. A good understanding of where you’re at now – a summary of your current budget, income and expenses.
2. Some ideas on what you want to achieve financially.
3. What are your key challenges currently?
4. Any recent or upcoming changes that might affect your finances.
5. Relevant information and documents including current investments or insurances, details of KiwiSaver account or current mortgages.
6. We may need to confirm your identity before submitting any applications to comply with our legal obligations. To make the process easier please ensure you have either your NZ drivers’ licence or passport handy during your meeting. If you do not have an NZ driving licence or passport your adviser will be able to discuss alternative ways to verify your information.