Client 1
These first 2 questions will allow us to provide a quick insurance comparison
Client 2
Lifestyle Assets
Investment Assets
Client 1 Superannuation Details
Client 2 Superannuation Details
Client 1 Current Insurance Details
Client 1 Proposed Insurance Questions
Once submitted, you will be Cc'd in an email to the advisers to book in a suitable time for a strategy session.
Client 2 Current Insurance Details
Client 2 Proposed Insurance Questions
In order for My Online Adviser to complete research on your current Superannuation & Insurance policies, please download our 'Authority to Investigate' form, sign and return along with a copy of your 'Driver's licence'.
By clicking submit you agree that you have read and understood My Online Adviser's 'Privacy Policy' and 'Financial Services Guide'.