Application to work with The Wealth Affect

New Client Intake Open to Referrals Only

Thank you for your interest in working with us!

Unfortunately, due to our excessive workload, we are currently closed to taking new clients (unless directly referred by an existing client or a professional, such as an accountant or solictor).

If you meet the above criteria, please complete the below form and we will be in touch in due course to arrange an initial appointment.

We apologise for any inconvenience this change may cause - unfortunately we do not have the resources available to assist everyone.

Urgent or Time Sensitive Advice

If your advice need is urgent, please complete this form and make note of why your situation is time sensitive - we will contact you to discuss options.

Some scenarios that may be considered time sensitive include:

Advice around Aged Care funding and strategies
Centrelink Age Pension applications (if approaching eligibility)
Imminent Retirement

Your name* This field is required.Please provide your legal name (as shown on your Passport or Driver's License)

Prefix

First Name

Middle Name

Last Name

Your preferred first name* This field is required.

Your gender

Your date of birth* This field is required.Please enter in the following format DD/MM/YYYY

Are you a Tax Resident of Australia?

YesNo

Are you a Tax Resident of another country?

YesNo

Do you have a partner?* This field is required.

YESNO

What is your relationship status?

Will your partner also be looking to receive advice also?* This field is required.If they are not looking to receive advice, we will still ask you some basic details about them to ensure our advice is appropriate for you.

YESNO

Your partner's name* This field is required.Please provide your legal name (as shown on their Passport or Driver's License)

Prefix

First Name

Middle Name

Last Name

Partner's preferred first name* This field is required.

Your partner's gender

Your partner's of birth* This field is required.Please enter in the following format DD/MM/YYYY

Is your partner a Tax Resident of Australia?

YesNo

Is your partner a Tax Resident of another country?

YesNo

Your address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

Do you have a different postal address?

YESNO

Your postal address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

Your contact email* This field is required.

example@example.com

Your mobile number* This field is required.

Your phone numberLandline number, if applicable

Your partner's contact email* This field is required.

example@example.com

Your partner's mobile number* This field is required.

Your partner's phone numberLandline number, if applicable

What are your preferred contact methodsWe use email and SMS as our preferred contact methods

SMS Message

Phone Call

Physical Post

Facebook Messenger

What are your partner's preferred contact methodsWe use email and SMS as our preferred contact methods

SMS Message

Phone Call

Physical Post

Facebook Messenger

Electronic documents - what are you happy to receive?In an effort or reduce our impact on the environment, cut business costs, increase efficiency, and make our data as versatile as possible, we endeavour to provide all documents, and receive all signatures electronically. Which of the following are your comfortable with? Please note, physical copies of any documents we provide are always available upon request.

Signing documents electronically (through secure services such as Adobe Sign or DocuSign)

Via The Wealth Affect's Secure Client Portal (copies of reporting, advice, forms etc)

What made you reach out to The Wealth Affect?What is it that you are hoping to achieve by working with a Financial Adviser? What is the biggest question you have, or issues you face that you think we may be able to help you with?

Based on your previous answers, which areas do you think you may require assistance in?

Help with Cashflow and Budgeting

Help with building your wealth

Advice regarding personal insurance (Life, TPD, Trauma, and Income Protection cover)

Assistance of advice regarding Self-Managed Superannuation Funds

Help investing in line with your beliefs and values (Ethical Investing)

Planning for young families

Advice on managing and structuring debt

Planning for your upcoming retirement, or managing your assets in retirement to meet your needs

Tax planning and minimisation strategies

Advice regarding your Estate Planning

Centrelink - Applications, reviews, nominee services, and strategic advice

Support and mentoring for Freelancers, Solopreneurs, Gig Economy Workers (contractors)

Would you like to provide us with any additional information before your appointment?Please use this module to provide any additional information, such as payslips, superannuation statement, investment account valuations, or anything else you would like to discuss

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

How did you hear about us?* This field is required.

Google search

Facebook / Instagram / LinkedIn

Via our website

Referral by another professional (eg an accountant / solicitor)

Referral by an existing client

Other

We would love to know more!As you selected that you found us through a referral or another avenue, we would love to know more! If you could provide some additional information, such as the name of the existing client or other professional who referred you (so we can thank them) we would greatly appreciate this.

Application to work with The Wealth Affect