It is important to gather as much information as possible from our clients, both personal and financial, in order to understand their situation fully, this also helps us get to know you and what you hope to achieve.
When you meet with Gurney Financial Services, we complete what is called a Client Personal Information Booklet with each of our clients to ensure we get to know them individually.
The first step in this process, enabling us to understand your situation, where we can spend valuable time discussing your goals and objectives.
So why do we ask these questions? It isn’t to be nosy, but to get to know the real you. We need to know if you have met with anyone previously, or if it’s your first time. If you have any experience or still learning.
Many people don’t think about their goals – but we want you to, and we will sit down and work through your needs and wants, as well as your goals and objectives. We need to know what is important to you now. And what do you think will be important in the future?
Information we will gather will be – details on your employment, your income, your assets and your debts. We need to look at your cash flow, so we will ask you to have a look at your spending so we can put together a budget or debt plan.
We will also gather information on your personal history – dependents, living arrangements, medical history, smoker status and TFN. We will also require you to sign our paperwork to approve that we have this information on you.
By disclosing your information, we will be able to make a full recommendation based on the information provided.