Initial Meeting Form

Date

DayMonthYear
2 digit day, 2 digit month, 4 digit yearWhen completing each area of this form, please click or Tab from area to area, do not hit enter until the form is complete as the form will be submitted on "enter"
Initial Meeting Information
Name

PrefixFirst NameLast Name
Partner's Name

PrefixFirst NameLast Name
Preferred Name
Partner's Preferred Name
Date of Birth

DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Partner's Date of Birth

DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
E-mail
example@example.com
Partner's E-mail
Gender
Partner's Gender
Relationship
How did you find out about RetireInvest?
Health & Lifestyle
Health
Partner's Health
Employment
Employment Status
Partner's Employment Status
Any planned changes?
Contact Details
Home Phone Number

Area CodePhone Number
Partner's Home Phone Number

Area CodePhone Number
Mobile Phone Number
Partner's Mobile Phone Number
Residential Address
Postal Address

Other
Family & Entities
Do you have any children
Are there any factors that need to be considered in relation to your children?
Do you have any other financial dependents?
Do you have or operate a trust, SMSF or private company?
Details on companies, trusts or SMSF (eg names, purpose, etc)
Assets & liabilities
Lifestyle Assets (Home, cars, boat, etc)
Investment Assets (Cash, shares, investment property, etc)

Superannuation & Pension Funds

Liabilities (Loans)

Income (Salary, CentreLink, etc)

Total income (calculated from table)
What changes are expected in relation to income?
Expenses: In retirement, what level of income will you need to meet your cost of living?

Expenses Split Up (Cost of living, Loan Payments, etc)

Life Insurance

Initial Meeting Information