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What happens at your appointment?

Everything you need to know about your appointment with a Suncorp Financial Planner.

Enquire about an appointment

Making an appointment

Your first, obligation-free appointment with a Suncorp Financial Planner will go for approximately one hour. Suncorp will cover the cost associated with this appointment, so there’s no charge to you^.

During the appointment you’ll gain an understanding of the benefits of having a financial plan. If you choose to proceed, your Financial Planner will explain any applicable fees and charges. You can meet with a Suncorp Financial Planner either face-to-face or over-the-phone. Contact us online, visit your local branch or call us on 13 11 55.

What to bring to your appointment

To get the most value from your appointment you should bring along:

  • A list of your current investments, debts and income
  • Any existing insurance policies
  • An outline of your short and long-term goals
  • Your superannuation details. 

 

It's also useful to have a think about what you want to achieve from your appointment. Some questions to ask your Financial Planner may include:

  • What qualifications and experience do you have?
  • What can I expect from this meeting?
  • What products can you offer me?
  • What investment strategies should I consider?
  • How can I make sure I have enough for my retirement?
  • How can I protect my family, income and assets if something happens to me?
  • What fees do you charge?
  • What are the next stages after this meeting?

^A fee may be payable if a financial plan is prepared. 

Ready to get in touch?

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We're open weekdays from 8am - 5:30pm AEST

Enquire about an appointment

Financial product advice is provided by representatives of Suncorp Financial Services Pty Limited ABN 50 010 844 621, AFSL 229885.

This is general advice and does not take into account your objectives, financial situation or needs. Before acting on this general advice you should consider the Product Disclosure Statement and the appropriateness of the advice having regard to your objectives, financial situation and needs and consult your financial adviser.