Welcome to Wealthlab's Fact Finder

We help people to invest, save money on insurance, grow their super and pay less tax. To get started, why have you sought advice?

How did you hear about us?

Your full name

Date of birth

dd/mm/yyyy

Your mobile number

Your email address

Your home address

Type in your postal address too if different

Relationship Status

Your annual income before super

e.g $85,000

Your super details (provider, member number, super balance)

e.g RestSuper, 5568151, $50,000

Your work status

e.g Full time, Part time, Self employed, Retired etc.

Your job title and employer

e.g Nurse, XYZ Medical Clinic

Would you like to have your partner included in this advice?

Your partner's full name

Your partner's date of birth

dd/mm/yyyy

Your partner's mobile number

Your partner's email address

Your partner's annual income before super

e.g $85,000

Your partner's super details (provider, member number, super balance)

e.g RestSuper, 5568151, $50,000

Your partner's work status

e.g Full time, Part time, Self employed, Retired etc.

Your partner's job title and employer

e.g Nurse, XYZ Medical Clinic

Do you have children or dependants?

Your dependants name and date of birth

e.g Lilly Smith 01/04/2014

Do you have a Will and Estate Plan?

If yes, what year was your Will last reviewed?

e.g. around year 2015

Your assets & liabilities

	Details (e.g. address, model, bank)	Approx. $ value?	Associated debt and interest rate?
Principal residence
Home contents
Vehicle 1
Vehicle 2
Bank Account 1
Bank account 2
Investment property
Investment Property
Other investment properties (e.g. shares, managed funds)
Other investment properties (e.g. shares, managed funds)

Any other loans not indicated above? Credit card loans? AfterPay? Other personal loans?

e.g. Credit Card - $2,000

Your other professional advisers (accountant, solicitor or mortgage broker)

e.g. John Smith - Accountant

Is it ok for us to contact him/her/them should we need to follow up anything in regards to your financial planning matters?

Yes No Not sure

Upload a clear copy of your drivers license or passport. Or you can also email your ID copies to hello@wealthlab.com.au.

We ask this because we are required by ASIC to complete an ID check for all financial planning engagements.

Our website

Our financial services guide and privacy policy

Our e-mail address

hello@wealthlab.com.au

I, {yourFull4} is comfortable to receive electronic copies of any relevant Product Disclosure Statements, Financial Services Guides, Privacy Policies and Statements of Advice Electronically. I also give consent to Wealthlab Pty Ltd to collect and use my personal and sensitive information as described in the agreement above. I have read and understood this document and have been given the opportunity to clarify any information that I do not understand. I also consent for my Tax File authority to be provided when necessary to other Financial Institutions with which we choose to do business. Read more here: https://wealthlab.com.au/wealthlabs-fsg-privacy-and-disclaimer/ *

I, {yourFull4} and {yourPartners} are comfortable to receive electronic copies of any relevant Product Disclosure Statements, Financial Services Guides, Privacy Policies and Statements of Advice by either Paper Copy or Electronically via Email or text message. We give consent to Wealthlab Pty Ltd to collect and use our personal and sensitive information as described in the agreement above. We have read and understood this document and have been given the opportunity to clarify any information we do not understand. We also consent for our Tax File authority to be provided when necessary to other Financial Institutions with which we choose to do business. Read more here: https://wealthlab.com.au/wealthlabs-fsg-privacy-and-disclaimer/ *

{yourFull4}'s Signature *

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{yourPartners}'s Signature (If applicable) *

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