Please contact an office near you to arrange an appointment
Voyager Wealth Management has customers spread nationally across Australia and office locations based in the Gold Coast, Sydney, Melbourne and Perth.
P: 1300 535 535
P: (03) 9824 2196
P: (08) 9228 0106
What to bring?
To provide you with the best financial advice we can, we need to understand your financial life as thoroughly as we possibly can. When you first meet with us, we ask you to bring along the following information and documentation that is relevant to your situation.
1. Assets information
Your most recent investment statements and other relevant asset information about what you own.
Consider how much you spend each month and any planned purchases or expenses overthe next 3-5 years.
Please bring details about your sources of income.
Copies of any Trauma, Income Protection, Total and Permanent Disablement or Death cover you have in place.
5. Mortgages/Loans/Credit Cards
Please provide details about any debts you have incurred and are currently repaying.
6. Retirement income stream
Details about any pensions or annuities you already have in place if you are already retired.
7. Self Managed Super Fund
Please bring your Trust deed, account information and investment strategy and placement details.
Bring your latest member benefit statement and member booklet (if you have it).
9. Tax return
And finally, bring along your most recent tax return – both personal and business (if applicable).
We look forward to working with you.