01 · The retirement
What life do you want to fund?
Note the rough timeframe and the parts of retirement you most want to enjoy or protect.
Your next step
Your retirement questions now have a place to be discussed.
Bring the life you want to fund, what you've already put in place and the decisions you'd like clearer.
Prepare for a useful first conversation.
You don't need a finished plan. A recent super statement and a short list of questions are enough to help the discussion begin.
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What to have in mind
These notes help keep the call focused on your situation.
02 · The current position
What have you already put in place?
Keep a recent super statement and details of other relevant arrangements nearby.
03 · The questions
What would you like clearer?
Write down the decisions you want help comparing, now or later.
Keep the conversation practical.
The first meeting is obligation free. If further advice looks useful, the proper scope, documents and fees are explained before you decide whether to proceed.
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