• Details of Income – including wages, directors payments, trust distributions
• Details of an salary sacrifice arrangements – including car packaging and PBI
• Details of all Investments – including unit holdings and share holdings
• Details of capital gains records of investments held
• Deeds of any trusts including family, discretionary, self managed superannuation fund
• Details of your Estate planning wishes
• Details of any personal insurance policies including those through superannuation
• Details of any superannuation policies including contribution levels
• Details of any debt including interest rates and repayments
• Details of your expenditure – both on going and planned one off (a realistic figure)
• Details of any structures you have involvement in e.g. company
• Contact details of any professionals you use, e.g. solicitor and accountant

We also ask you to consider your short, medium and long term goals. This will assist us to make the most of your time spent with us and to determine how we may help you.

In any economic climate a prudent client will ensure that they are receiving value for their money from their advisers.

At Aylesbury we know you will value our initial and ongoing advice as we undertake to provide you with the level of service you require and the flexibility to pay in the way that’s most appropriate to your situation.

For those clients who prefer a fee for service arrangement we have the ability to rebate our ongoing revenue from providers to ensure your fees are fully transparent and in certain cases may be tax deductible.

For clients who prefer their investments and insurance cover the ongoing cost of advice we can also facilitate that.

You as the client have the freedom of choice.