Call 13 11 55. Ask for 'Financial Planner' at the prompt
Your first appointment with a Suncorp Financial Planner will go for approximately one hour and is FREE of cost and obligation.
During this appointment you will gain an understanding of the benefits of having a financial plan. If you choose to proceed, your Financial Planner will explain any fees and charges applicable.^
Contact your local Suncorp Financial Planner for details of upcoming Financial Planning Seminars.
To arrange a convenient time to meet with a Suncorp Financial Planner, simply speak with a Suncorp team member at your
local branch or call 13 11 55 and ask for 'Financial Planner' at the prompt.
DISCLAIMER: ^A fee may be payable if a financial plan is prepared.
Preparing for an appointment
What to bring to your first meeting
Your Financial Planner will discuss this with you, but generally speaking, you will need:
- a list of current investments, debts and income
- superannuation statements
- insurance policies
- bank statements
- an outline of your short and long-term goals
- any questions you wish to ask.
Questions to consider asking your financial planner
It's useful to have a think about what you want to achieve from your meeting with your financial planner, some questions may include:
- What qualifications and experience do you have?
- What can I expect from this meeting?
- What fees do you charge?
- What products can you offer me?
- What investment strategies should I consider?
- How can I make sure I have enough for my retirement?
- How can I protect my family, income and assets if something happens to me?
- What are the next stages after this meeting?
Important Information
Financial product advice is provided by representatives of Suncorp Financial Service Pty Ltd ABN 50 010 844 621, Australian Financial Services Licensee.
