To prepare for the first appointment you actually don’t need to bring anything except an answer to this one question. What do I want from a great financial planner? In saying that however it’s really useful to start to get your financial information together. Start getting bank accounts, superannuation accounts, all of your credit card statements and things like that together. Because what that does it starts to prepare you for making some changes. Will send out a welcome pack but consider this. Just gathering all of your financial documents together in one place start good sprinkling.