Experienced, trusted, local, Newcastle & Lake Macquarie financial planning advisers supporting the people of the Hunter for over 20 years. Reach your goals with our advice, contact us today.

Money questions

Your details

First Name

Last Name

Phone

1. What does money mean to you?

2. What is your first memory of money?

3. What was your grandparent's relationship with money? What was the world like when they grew up? What money habits did they pass to your parents?

4. What was your parent's relationship with money?

5. The feelings in your home growing up: about spending money? about saving money? about giving money away?

6. Do you remember hearing your parents talk about (fight about) money?

7. How does that shape your relationship with money?

8. What are you scared of when it comes to money?

9. How much do you consider time and taxes when thinking about earning money and investment?

What are your reasons for seeking advice?

What are the main things stopping you from achieving these yourself?

What we do with these answers?

Next meeting, we will dive deeper with a few more questions:

How is my family money history affecting me in my life today?
How is my family money history helping me?
How is my family money history hurting me?