Explain what you want help with.
List the goals and decisions on your mind, the commitments that matter and any information you are unsure about. You can request discovery help before every field is complete.
Learning · Personal planning
Prepare for a planning conversation.
Bring your questions as well as your information. A clear service explanation helps you understand what you are choosing.
Bring your priorities
Ask about the service
Leave with clarity
Ask who does what.
Identify the entity providing the service and ask who prepares, reviews and releases your plan. Understand the adviser’s interaction with you and the role of any supporting tools.
Read the scope and price.
Review deliverables, eligibility, price and taxes, duration, renewal, cancellation and refund terms before choosing a service. Ask about anything that is not clearly stated.
Understand the next decision.
Planning and implementation are separate steps. Ask which provider is responsible for any available investment service, what charges apply and what authorisation it needs from you.
Your next step