Navarino Wealth — Annual review prep

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Your details

Your full name

Partner's full name (if applicable)

Date

Roughly how long since we last reviewed things together?

What's changed since we last met?

Tick anything that applies — it's the quickest way to flag what we should talk through.

Tell us more about any of the above

Your goals

Have your goals or priorities changed since last time? If so, how?

Your target retirement age — still the same?

Partner's target retirement age (if applicable)

What's most important to you over the next 12 months?

Income & employment

Any changes to your or your partner's income or employment?

If yes, tell us more

Expecting any changes in the next year?

Spending & cashflow

If it has, our Budget & Cashflow tool is the quickest way to update it.

Has your spending changed materially?

If yes, tell us more

Assets & liabilities

Any new or sold assets (property, shares, vehicles)?

Any new loans, or loans paid off / refinanced?

Superannuation

Any changes to your super, contributions, or employer?

Interested in contributing more this year?

Insurance

Any change in circumstances that might affect your insurance needs?

Estate planning

Are your Will and Powers of Attorney still current?

Are your super & insurance beneficiaries still right?

Any changes to note?

Comfort with investment risk

Has your comfort with investment risk changed?

Anything you'd like to add (optional)

What would you like to cover in this review?

Tick the topics you'd most like to spend time on.

Questions for Luke / anything on your mind

Anything else

Anything else you'd like us to know before the meeting?

Documents optional

Upload anything that helps us prepare — recent statements, a letter, a payslip. PDF, JPG, PNG or CSV, up to 15 MB each. Please don't upload anything showing your tax file number or full bank-account number.

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or click to choose — PDF, JPG, PNG, CSV (max 15 MB each)

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We've received your answers. We'll read through them before your review so we can make the most of our time together.

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Your answers help us prepare for your review meeting. General information only, not personal advice.
Navarino Wealth Pty Ltd (ABN 91 691 312 937) is a Corporate Authorised Representative (No. 1318210), and Luke Smith is an Authorised Representative (No. 377 450), of PFP Financial Services Pty Ltd, AFSL 535484.
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Annual review — prep

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