Advice areas to discuss?

Review Meeting Checklist

To best prepare for our review meeting, please complete the following areas of advice that you wish to discuss. Furthermore, we highly recommend that you also bring with you to our meeting: - Current Photo ID (to include middle name) - Current Payslips/ financials - Last 6 months bank statements - including home loan
    If you answer 'YES' to this question, please bring with you your latest payslips, savings statements and your current household budget.
    If you answer 'YES' to this question, please bring with you your latest payslips, savings statements and last 6 months home loan statements.
    If you answer 'YES' to this question, please bring with you your home loan statements, bank account statements, any other outstanding debts and current payslips.
  • This field is for validation purposes and should be left unchanged.

ASCK Pty Ltd (ACN 105 450 566), trading as AMEGA Financial Solutions is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited Australian Financial Services Licensee and Australian Credit Licensee 232 706. General advice warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.

Financial Services and Credit Guide