What we need to advise
What information do I need to provide to receive personal financial advice?
When we ask you for personal information for designing your financial plan it is so we have the needed background information about you to enable us to offer you the best financial advice in Sydney. iMoney Wealth Management asks that you provide your financial advisor with information about yourself, your family, and your life goals and your current financial situation.
Other important information that will be needed to develop the financial plan that fits your personal needs are details about your health, current investments, investing philosophy and risk protection.
You can decline to provide this information. Though if you do, you may not get the information that will result in financial advice that best suits your individual needs, lifestyle objectives and financial goals.
Pertinent information that will allow your financial advisor to give you the best investment advice:
- Date of Birth
- How many children you have
- Income – current and future income
- Daily and monthly living expenses
- Tax obligation
- Current asset level
- How much you owe in loans
- How much you have invested in superannuation
- Insurance-what you are covered for already, and how much would you receive in case of a claim?
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