When you talk about money, you're really talking about your hopes, dreams and concerns for the future. The following questions will help trigger some important areas of conversation for you and your adviser.

Name *
Name
Current Situation
I maintain a written budget
I have a systematic approach to saving money
I am happy with my current rate of savings
My investments are structured in the most tax effective way
My current mortgage is structured in the most tax effective way
I am pleased with the performance of my current investments