Farm Annual Review Pre Meeting Requirements PRE MEETING REQUIREMENTS We look forward to meeting with you shortly. Prior to our meeting we need you to do some homework! Our mission or key purpose is to help committed clients achieve financial security The ‘Annual Review Meeting’ process is designed to assess: 1. Your current financial position 2. Where you want to get to in the future 3. What are the priorities over the next 12 months as steps towards achieving future goals. Please remember: A goal without a plan is just a wish! Name: Date prepared:
Year:
1. Picture your life and financial situation in 10 to 15 years time. Describe what it looks like?
Are You Financially Secure?
At Mulcahy & Co we are in a unique position to provide the expert advice and solutions of accounting, financial planning, lending, legal and information technology all under the one roof. This makes a normally complicated process seamless to help you on your way to becoming financially secure.
WHAT DOES BEING FINANCIALLY SECURE MEAN? It means assessing your personal and business goals and developing a plan to achieve them. 1. Goals & objectives 2. Estate plan
2. What do you want your life and financial situation to look like?
3. Risk plan 4. Asset protection plan 5. Taxation plan 6. Debt plan 7. Retirement plan 8. Business plan 9. Superannuation plan
3. What are the 5 priorities over the next 12 months that need to be worked on as steps to achieving the longer term goals?
Thank you for taking the time to provide this important information as an important step towards helping you achieve financial security. Please bring this information with you to the meeting or alternatively email to ayfs@mulcahy.com.au MULCAHY.COM.AU
10. Investment plan FOLLOW OUR 10 STEPS TO SUCCESS TO ACHIEVE FINANCIAL SECURITY... Visit www.mulcahy.com.au for more information
mulcahy.com.au
MULCAHY & CO | P 03 5330 7200 | F 03 5330 7250 | INFO@MULCAHY.COM.AU | 300B GILLIES ST NTH, BALLARAT