Discovery First Meeting – Adviser Form

Hi It's Ash Solly. So, it’s great you’ve set aside some time to talk about your KiwiSaver today and I can see you’ve filled out our Discovery form, thank you for that.

Hi It's Ash Solly. Thank you for making the time to meet with me today, I'm excited to help provide more clarity and structure around your situation and goals. The outcome of today is to decide if a financial plan is right for you or provide you with some tools and actions to go away with.

We believe money is just a tool to live the life you want to live.

With that in mind, what are your goals?

Prompt: If they are struggling to answer say this “ we find most people want the same thing; they want to live in a certain house, have a certain lifestyle, give your kids a head start in life, achieve financial freedom”.

Thanks for that, what I’ll do now is show you our financial projection software. This isn't a financial plan, however it helps us create a financial plan.

Let me show you what our financial projection software can do. This isn't a financial plan, just one aspect of our financial plans

Visit Planolitix

We can factor in your income, your expenses, property and debt repayment, and see how that looks for your cashflows going forward. This helps us see what is possible or what you will need to do to achieve your goals.

We can create multiple scenarios and compare the outcomes help us decide on next steps.

Do you have any questions on that?

Okay, let’s start with the basics, ____ I see your KiwiSaver is with ____ in their ____ fund. Why is that?

Okay, and the balance is around ____ is that correct?

Great, let’s get on with the application now.

Authority to proceed

- Do you have your licence and IRD number handy?

Perfect, that’s all done. You will receive communication from XX when the transfer has taken place, which usually takes about 2 weeks. You don’t have to tell your employer that you’re changing

I’ll check in to make sure everything has moved across, and XX will send instructions on how to log in to the app and portal. If you need help with any of that or have any questions in the meantime, feel free to reach out.

Okay, I’ll send you a copy of my recommendation to review. If you want to talk through anything, please let me know and I’ll be happy to help. I will follow up in a few days if I don’t hear from you before. Did you have any other questions for me at the moment?

“Okay great. So if I can quickly summarise you came to us today because you want to achieve:

-

-

-

-

-



A financial plan will have clear actions to achieve your goals, which could include budgeting, debt repayment, investment property, KiwiSaver, managed funds, and protecting your wealth through insurance. However, if you don’t take action it’s just a piece of paper. We want to work with clients who are committed to the plan.

The cost for a financial plan is $2,000 plus GST but we do have different packages depending on which review option you choose. Reviews are important because it will help you with ongoing accountability. Does that sound like what you’re after?

When suits to have a second meeting?