The question
What do you most want to understand about retirement or your financial future?
Your first conversation starts with one question.
Bring the retirement or financial decision you want to understand. You don't need a finished plan before the call.
What to expect next.
Verse will listen to what you're trying to work out, explain how it may be able to help and talk through the process and fees.
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Have these three things in mind.
A rough answer is enough for the first conversation.
The life outcome
What do you want the money to let you do, protect or change?
The rough numbers
Have a basic sense of super, investments, debt, income and spending if they're easy to find.