Become a Client Form

 

Personal Information

Title* Please select your preferred Title
First Name* Please Enter your First Name
Middle Names
Last Name* Please Enter your Last Name
Email* Please Enter your EmailInvalid format.
Date of Birth* Day Month Year  
Occupation* Please enter your Occupation
Number of Dependants
Work Phone* Please enter your Work Phone NumberInvalid format.
Mobile Phone * Please enter your Mobile Phone NumberInvalid format.
Preferred Contact Method* Please select the best time to call you
Street Address* Please Enter your Street Address
Suburb or Town* Please Enter your Suburb or Town
Postcode* Pleae Enter your PostcodeInvalid format.
 

Spouse Information (If applicable)

First Name
Last Name
Date of Birth * Day Month Year  
   
 

 


 

Financial Health Check Form

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confident
not really sure reasonably confident confident absolutely confident

Financial Planning

How confident are you that you have an appropriate financial plan to enable you to achieve your financial goals in the short term and long term?

Investment Strategy

How confident are you that your investments are structured in the most tax effective way?

How confident are you that your existing investment / super portfolio is invested in the most appropriate asset class and risk level for you?

Retirement Planning

How confident are you that you are maximising  the government benefits and tax concessions to increase your superannuation?

How confident are you that you are will have sufficient assets to retire at your intended retirement date?

Financial Protection

How confident are you that your family’s needs will be provided for in the event that you are permanently disabled or die?

How confident are you that your existing insurance is adequately and competitively priced?

Speaking hypothetically, if you or your partner were sick or injured and unable to work for any length of time, how confident are you that you will receive sufficient income to cover all of your expenses and ensure your lifestyle is not dramatically affected?

Business Owners

How confident are you that your business would continue if you or your business partner could not work due to sickness or injury?

 

Title* Please select your preferred Title
First Name* Please Enter your First Name
Last Name* Please Enter your Last Name
Email* Please Enter your EmailInvalid format.
Phone* Please Enter your Phone Number
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