To make the most of your time with your coach, it can help to have the following prepped before your call:

• Questions or goals you’d like to discuss (e.g. "Am I in the right investment option?" or "How do I boost my super?")
• Your most recent super statement or member number
• An idea of your current income and expenses

You don’t need everything figured out. Come as you are, and we’ll help you from there.