Initial Meeting Form

Date

DayMonthYear
Date
Initial Meeting Information
Name

PrefixFirst NameLast Name
Partner's Name

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

DayMonthYear
Date
Partner's Date of Birth

DayMonthYear
Date
E-mail
example@example.com
Partner's E-mail
Gender

MaleFemale
Partner's Gender

MaleFemale
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

Same as Residential AddressOther
Family & Entities
Do you have any children

YesNo
Are there any factors that need to be considered in relation to your children?
Do you have any other financial dependents?

YesNo
Do you have or operate a trust, SMSF or private company?

YesNo
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

Rows	Fund Name	Owner	Value $	Accum or Pension	Pension p.a.	Contributing to fund
1
2
3
4
5
6

Liabilities (Loans)

Rows	Description	Borrower	Amount	P&I or Interest only	Repayments p.a.	Interest Rate
1
2
3
4

Income (Salary, CentreLink, etc)

Rows	Owner	Description	Income pa
1
2
3
4
5
6

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)

Rows	Owner	Descriptuon	Expense pa
1
2
3
4
5
6

Any major planned expenses?
Insurance

Life Insurance

Rows	Life Insured	Type	In Super fund?	Cover $	Premium p.a.
1
2
3
4

Heath Insurance

YesNo
Partner's Heath Insurance

YesNo
Estate Planning

Do you have?
Will

YesNo
Partner's Will

YesNo
Enduring Power of Attorney

YesNo
Partner's Enduring Power of Attorney

YesNo
Advanced Health Directive

YesNo
Partner's Advanced Health Directive

YesNo
Objectives
Short term objectives (0-12 months)?
Medium term objective (1 -3 years)?
Long term objective (3+ years)?
Areas you would like to discuss in the meeting?
Any other areas that are important to you?
Should be Empty: