Fact Find

Fact Find

The more information we have, the better decisions we can make. This is true with all aspects of life and financial planning is no different! Please complete this quick Fact Find so that we can provide the best possible advice to attain your future financial goals.

Please complete this Fact Find if you are a new client or update the relevant data if you are an existing client (and include your name) with a change in circumstances/details.

Client
Client Detail
Title:
   Please enter your name.
First Name*:
   Please Select Industry name.
Last Name*:
Please enter State.
Date of birth*:
Please enter State.
 
Telephone*:
Please enter Postal Address.
Email*:
  
Client Address
Address*:
Please enter Postal Address.
Suburb*:
Please enter Suburb name.
State*:
Please enter State.
Postal Code*:
Please enter Postal Code.
 
Add Partner Details
Employment Details
Client Occupation
Occupation:
   Please enter your name.
Salary:
   Please Select Industry name.
Employment:
Full Time Part Time Casual Please enter State.
Industry:
Please enter Postal Address.
Employer Name:
  
 
Add Partner Occupation
Assets & Liabilities
 
Asset Type:
   Please enter your name.
Owner:
   Please enter your name.
Value:
Please enter State.
Amount Owing:
Please enter Postal Code.
Interest Rate % :
Please enter Postal Address.
 
Please enter your name.
Please enter your name.
Please enter State.
Please enter Postal Code.
Please enter Postal Address.
 
Please enter your name.
Please enter your name.
Please enter State.
Please enter Postal Code.
Please enter Postal Address.
 
Add Investment
Income and Expenditure
Income:
   Please enter your name.
Owner:
   Please enter your name.
Gross Amount (p.a.):
Please enter State.
Add Income
Expenditure:
   Please enter your name.
Owner:
   Please enter your name.
Gross Amount (p.a.):
Please enter State.
Add Expenditure
Wealth Protection
Statistically, the chances are 1 in 3 of becoming disabled for more than 3 months before age 65 and having no income. Also, 1 in 3 men and 1 in 4 women will suffer from cancer before age 75? Do you have any personal insurances which includes life insurance, TPD, Trauma and income protection?
No Yes Not Sure
 
 
Estate and Succession Planning
Do you have a will? Yes No
Do you have any Power of Attorneys in place? (Financial / Medical / Enduring) Yes No
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