New Client Form and Questionnaire - Financial Planning
Please provide some basic information on why you are interested in seeing a financial adviser so that we can make the most of our initial meeting.
Name
*
Mr
Mrs
Ms
Miss
Dr
Prefix
First Name
Middle Name (Optional)
Last Name
Date of Birth
*
/
Day
/
Month
Year
2 digit day, 2 digit month, 4 digit year
Suburb & State of Birth
*
Street Address
Street Address Line 2
Suburb
State
Postal / Zip Code
Contact Number
*
Please enter a valid phone number.
Format: (00) 0000-0000.
Email
*
example@example.com
Residential Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Postal Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Preferred Contact Method
Phone
Email
Post
Other
Occupation
*
ABN
How did you hear about us?
Please Select
Google
Facebook
Instagram
LinkedIn
Word of Mouth
Referral
Advertisement/Flyer
Other
Would you like to receive our newsletter?
Yes
No
Do you have a Partner
*
Yes
No
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Partner's Name
Prefix
First Name
Middle Name (Optional)
Last Name
Partner's Date of Birth
/
Day
/
Month
Year
2 digit day, 2 digit month, 4 digit year
Suburb & State of Birth
Street Address
Street Address Line 2
Suburb
State
Postal / Zip Code
Partner's Contact Number
Please enter a valid phone number.
Format: (000) 000-0000.
Partner's Email
example@example.com
Partner's Occupation
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In your own words, what would you like to achieve from seeing a financial advisor?
*
If you could overcome one of your financial or lifestyle challenges tomorrow, what would that be and what impact would this change have on your life?
*
Which area(s) of advice is your focus/would you like to explore more? (choose all that apply)
*
Superannuation
(Are my fees to high? When can I access my super? Am I making the best investment decisions for my goals? What other options do I have?)
Self-Managed Super Funds
(Is an SMSF suitable or appropriate for my circumstances?)
Investments
(Where should I be investing? What is the best way to structure my investments?)
Tax Management
(Are there strategies I should be using to best optimise my tax outcomes?)
Debt
(Is my interest rate too high? Is my debt structured correctly?)
Cashflow
(What is the best use of my savings ability? [Super, Personal Investments, Debt Reduction etc.])
Estate Planning
(How do I avoid ‘Death Tax’? How do I ensure my wishes are carried out?)
Retirement Planning
(Do I have enough to retire now? What can I do to optimise my retirement lifestyle?)
Have you sought financial advice before? What was your experience? What did you enjoy/not enjoy about the service?
*
Financial advice is an investment in your future and can be quite complex depending on individual circumstances and goals. If the advice achieves what you want, improves your situation and puts you on the path to grow your wealth/give you peace of mind, what is that worth to you?
*
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