Financial advice toolkit

Financial advice toolkit

Navigate the financial advice process

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This tool helps you navigate the financial advice process with confidence by showing you:

  • how to prepare to meet an adviser
  • what to expect in the first meeting
  • what to do after you receive advice.

You can use this tool at any stage of the financial advice process, and you can return to it at any time.

As you work your way through each section, items will be added to your customised ‘to-do’ list below.


Disclaimer: The information contained in this document is based on information believed to be accurate and reliable at the time of publication. Any illustrations of past performance do not imply similar performance in the future. To the extent permissible by law, neither we nor any of our related entities, employees, or directors gives any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of information contained in this newsletter. This information is of a general nature only. It is not intended as personal advice or as an investment recommendation, and does not take into account the particular investment objectives, financial situation and needs of a particular investor. Before making an investment decision you should read the product disclosure statement of any financial product referred to in this newsletter and speak with your financial planner to assess whether the advice is appropriate to your particular investment objectives, financial situation and needs.