Planning conversation checklist
What to gather before discussing your goals, budget, protection and investments.
RESOURCES
Guides for clearer conversations.
Plain-language preparation guides, checklists and questions to help you get more from a financial-services conversation.
Funeral cover questions
A plain-language list covering eligibility, premiums, waiting periods, exclusions and claims.
Business risk map
Prompts covering property, liability, people, continuity and contractual risk.
Claims preparation checklist
Organise references and documentation before contacting the claims team.
Complaints pathway
Prepare the chronology, outcome sought and supporting information for a complaint.
Investment question list
Time horizon, liquidity, risk, total cost and review questions.
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