New Client Pre-Meeting Form

In a few words, please describe what brings you to us and what you hope to achieve from your association with us? *
Your Name *

Prefix First Name Middle Name Last Name
Your Date of Birth *

Day Month Year
Date
Your 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

Do You Have A Partner? *

Yes No
Partner Name *

Prefix First Name Middle Name Last Name
Partner Date of Birth *

Day Month Year
Date
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
Partner's Phone Number *
Partner's Email Address *
example@example.com

Are there any files or documents that you would like to provide prior to your meeting (i.e. investment and/or superannuation statements, mortgage/loan statements, payslips, prior year tax returns, your household budget etc.)? *

Yes No
Please upload all relevant documents using the button below. *

Browse Files

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Please ensure that you bring a summary of your key finanical details (i.e. income, expenses, assets and liabilities) to your meeting and/or copies of your recent financial statements.
Should be Empty: