Annual review

What's changed since we last met?

A short one - about five minutes. It gives us the current picture before your review meeting, so we spend that time talking rather than catching up on numbers.

Rough figures are fine. If you're not sure of a value, put your best estimate or leave it blank and we'll find it together. If you'd rather do the whole thing on a call, ring 052 612 9696.

Your name, or both your names

Have there been any changes in your personal circumstances since you last met your financial planner?

Yes No

Have there been any changes in your health since you last met your financial planner?

Yes No

Do you have any new financial goals or plans for the year ahead you'd like to share with us?

Yes No

What's the approximate value of your deposit savings?

Account 1

Account 2

And your other holdings?

Current value of your share portfolio, if you have one

Current value of your occupational pension plan

What's outstanding on any borrowing?

Outstanding mortgage

Personal loans

Credit card balances

Payslips

Could you share a current payslip for you and your spouse or partner, along with your final payslip from last year?

PDFs or photos are both fine. Up to 6 files, under 4 MB all together. They go straight into our secure store; only the team can open them.