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Financial Planning Contact Details

How do I make my first appointment?

Call our Naracoorte office on 08 8762 1544, and one of our friendly receptionists will make a time that suits you to see Tony Bedworth.

What do I need to take to my first meeting?
  • Identification and Tax File Number/s for all parties involved

And where relevant:

Life Insurance
  • Any existing insurance policy documents
  • Latest super statement if you have any insurance inside super
  • Summary of your assets and liabilities
Super
  • Latest super statement/s for all super accounts held
  • Latest financial statements and tax returns (SMSF only)
  • Latest Council Rates notice (SMSF only)
Investment
  • Latest financial statements and tax returns
  • Share holding certificates or dividend statements for each holding
  • Managed Fund statements for each holding
  • Summary of your portfolio, assets and liabilities
Finance
  • Latest loan statements
  • Latest bank account statements
  • Summary of your assets and liabilities

Plus anything else you think might be useful (too much information is always better than not enough).

Tony Bedworth

SAY HELLO TO...

Tony Bedworth
Director

WANT to FIND OUT more?

Tony and our enthusiastic team are always available to discuss your Financial Planning needs, so get in touch with us today.

Contact any of our offices today

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