About this form...
We'd like to understand a little about you, your partner and family (if applicable) to help maximise our time together in our initial consultation. If you have any questions when completing this form please contact us on 1300 856 338.
Your Name
*
-select-
Mr.
Mrs.
Ms
Miss
Dr
Prefix
First Name
Last Name
Your Date of Birth
*
-
Day
-
Month
Year
Date
Mobile Number
*
Email Address
*
example@example.com
Your Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What Are Your Main Reasons For Seeking Financial Advice?
*
What Do You Think An Adviser Can Help You With? (select all that apply)
*
Budgeting
Planning for retirement
Investment advice
Superannuation advice
Debt management strategies
Personal insurance advice
Children’s education saving
Estate planning
Maximising Centrelink benefits
Buying and/or upgrading a house
Optimising tax efficiencies
Other
Back
Next
What Best Describes Your Current Living Arrangements
*
Renting
Own With Mortgage
Own With No Mortgage
Other
Do You Have A My Gov Account?
*
Yes
No
Have You Linked The ATO To Your MyGov Account?
*
Yes
No
Have You Completed A Household Budget?
*
Yes
No
Please upload a copy of your Household Budget below
Browse Files
Cancel
of
Are You Currently Employed?
*
Yes
No
Job Title
*
Employer Name
*
Annual Salary (excluding Superannuation Guarantee)
*
What Best Describes Your Current Employment Situation?
*
Full time
Permanent part-time
Casual
Contractor
Other
Are You A Director In Any Companies?
*
Yes
No
Please provide the name of all companies for which you are a Director
*
Have You Completed A Will?
*
Yes
No
Where Is Your Original Will Kept?
*
At home
Solicitors office
Public trustee
Other
Who Are The Executors In Your Will (choose all that apply)?
*
My spouse
Brother and/or sister
Brother/sister in law
My parents/my spouse's parents
Other relative
Lawyer/Public Trustee
Other
Does Your Will Include A Testamentary Trust?
*
Yes
No
Have You Completed An Enduring Power of Attorney?
*
Yes
No
Have You Completed An Enduring Guardian
*
Yes
No
Do You Have A Partner?
*
Yes
No
What Is Your Relationship Status?
*
Married
De Facto
Engaged
Other
Partner Name
*
-select-
Mr.
Mrs.
Ms
Miss
Dr
Prefix
First Name
Last Name
Partner Date of Birth
*
-
Day
-
Month
Year
Date
Mobile Number
*
Email Address
*
example@example.com
Is Your Partner's Address The Same As Yours?
*
Yes
No
Partner's Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What Best Describes Your Current Living Arrangements
*
Renting
Own With Mortgage
Own With No Mortgage
Other
Does Your Partner Have A MyGov Account?
*
Yes
No
Has Your Partner Linked The ATO To Their MyGov Account?
*
Yes
No
Is Your Partner Currently Employed?
*
Yes
No
Partner's Job Title
*
Partner's Employer Name
*
Partner's Annual Salary (excluding Superannuation Guarantee)
*
What Best Describes Your Partner's Current Employment Situation?
*
Full time
Permanent part-time
Casual
Contractor
Other
Is Your Partner A Director In Any Companies?
*
Yes
No
Please provide the name of all companies for which your partner is a Director
*
Has Your Partner Completed A Will?
*
Yes
No
Are Your Partner's Will Details The Same As Yours?
*
Yes
No
Where Is Your Partner's Original Will Kept?
*
Who Are The Executors In Your Partner's Will (choose all that apply)?
*
My spouse
Brother and/or sister
Brother/sister in law
My parents/my spouse's parents
Other relative
Lawyer/Public Trustee
Other
Does Your Partner's Will Include A Testamentary Trust?
*
Yes
No
Has Your Partner Completed An Enduring Power of Attorney?
*
Yes
No
Has Your Partner Completed An Enduring Guardian?
*
Yes
No
Do You Have Any Children?
*
Yes
No
Child 1 Name
*
Mr
Miss
Ms
Mrs
Prefix
First Name
Middle Name
Last Name
Child 1 Date of Birth
*
-
Day
-
Month
Year
Date
Who Is Child 1 Related To?
*
You
Your partner
Both of us
Do You And Your Partner (if applicable) Have More Than 1 Child?
*
Yes
No
Child 2 Name
*
Mr
Miss
Ms
Mrs
Prefix
First Name
Middle Name
Last Name
Child 2 Date of Birth
*
-
Day
-
Month
Year
Date
Who Is Child 2 Related To?
*
You
Your partner
Both of us
Do You And Your Partner (if applicable) Have More Than 2 Children?
*
Yes
No
Child 3 Name
*
Mr
Miss
Ms
Mrs
Prefix
First Name
Middle Name
Last Name
Child 3 Date of Birth
*
-
Day
-
Month
Year
Date
Who Is Child 3 Related To?
*
You
Your partner
Both of us
Do You And Your Partner (if applicable) Have More Than 3 Children?
*
Yes
No
Child 4 Name
*
Mr
Miss
Ms
Mrs
Prefix
First Name
Middle Name
Last Name
Child 4 Date of Birth
-
Day
-
Month
Year
Date
Who Is Child 4 Related To?
*
You
Your partner
Both of us
Do You And Your Partner (if applicable) Have More Than 4 Children?
*
Yes
No
Child 5 Name
*
Mr
Miss
Ms
Mrs
Prefix
First Name
Middle Name
Last Name
Child 5 Date of Birth
*
-
Day
-
Month
Year
Date
Who Is Child 5 Related To?
*
You
Your partner
Both of us
Do You And Your Partner (if applicable) Have More Than 5 Children?
*
Yes
No
Child 6 Name
*
Mr
Miss
Ms
Mrs
Prefix
First Name
Middle Name
Last Name
Child 6 Date of Birth
*
-
Day
-
Month
Year
Date
Who Is Child 6 Related To?
*
You
Your partner
Both of us
Back
Next
Please Provide Details Of Your Assets and Liabilities Below
What Is The Name Of Your Superannuation Fund?
*
What Is The Name Of Your Partner's Superannuation Fund?
*
Do You And Your Partner (if applicable) Have Any Death, Disability, Trauma and/or Income Protection Insurance Policies Currently In Place?
*
Yes
No
Not Sure
Would you like to upload any documents for us to review prior to our meeting (i.e. a financial summary document and/or investment statements, superannuation statements, mortgage/loan statements, payslips, prior year tax returns etc.)
*
Yes
No
Please upload documents below
Browse Files
Cancel
of
Submit
Should be Empty: