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 Email

    Date of Birth*

    Occupation*

    Please enter your Occupation

    Number of Dependants

    Work Phone*

    Please enter your Work Phone Number

    Mobile Phone *

    Please enter your Mobile Phone Number

    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 Postcode

    Spouse Information (If applicable)

    First Name

    Last Name

    Date of Birth

    Financial Health Check Form

      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 Email

      Phone*

      Please Enter your Phone Number

      Comments