Initial Meeting Preliminary Information

Preliminary Information

Tell us a little more about yourself
Your journey begins here

Congratulations, this is the first step to taking control of your finances and living the life you want! Before we begin, I just want to give you a quick overview of what to expect.

In this form we will ask you some personal questions regarding your current financial position and, most importantly, your goals. It is important you take the time to answer these questions with as much detail as you are comfortable with because this will drive the discussions in our Initial Consultation (Step 2).

If you are not comfortable answering any of the questions at this stage, then feel free to leave the section blank. We understand how intimate finances can be and will work with you at your own pace.

Cost

Your one hour Initial Consultation is $110. This will be payable upon booking in your time slot. This fee is credited back to you if you decide to proceed with formal advice.

The cost to prepare and present your formal advice strategy, depends on the complexity and scope of the advice. Prices vary between $2,750 to $6,600 with the average cost often coming in around $3,300.

Post the consultation, you will be provided with a Quote for Advice which outlines a fixed fee to prepare your financial strategy.

Booking your time slot

Post completion of this form, you will be invited to book a time for your Initial Consultation via our automatic calendar booking system.

The Initial Consultation takes an hour and is done via either Zoom or phone. If you have access to a computer with a camera and a microphone, Zoom is the best option so we can have a virtual face-to-face and share information on the screen.

What happens after the Initial Consultation?

If, during the Initial Consultation, we agree that a formal financial plan is right for you, we will then provide you with a written Quote for Advice to prepare and present your Statement of Advice.

The cost of the advice preparation is a flat fee and will vary depending on the complexity of your situation and the scope of the work.

Ready to get started? Let's go!

Are you completing this questionnaire by yourself or with a partner?*

By myselfWith a Partner
Client Name*

First NameLast Name
Partner Name

First NameLast Name
Client DOB*

DayMonthYear
Partner DOB

DayMonthYear
Client Email*
Partner Email
Client phone number

Area CodePhone Number
Partner phone number

Area CodePhone Number
Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Let's talk about why you're here...
What was the primary motivator for you to seek financial advice?
What are your financial goals? Feel free to aim high!
What are your biggest money challenges?
If money wasn't a consideration, what would you do with your life?

Personal Balance Sheet

A summary of your assets and liabilities
Please list your ASSETS. This may include property, shares, cash, superannuation, and any other item which holds financial value.
Example: Family Home, Joint, $500,000
Please list your LIABILITIES. This may include home loans, car loans, personal loans, credit cards, HELP debt, etc.
Example: Home Loan, Joint, $300,000, 5%, $2,000 per month

Personal Profit & Loss

A summary of your income and expenses
Please list your sources of INCOME. This may include employment income, business income, pensions, annuities, rent, investment returns, etc.
Example: Salary, Bill, $100,000 + SGC per annum
Do you keep a budget? If yes, please give us indication of what you spend. If not, leave this blank.
Example: Living costs $70,000 per annum

Congratulations your form is complete!
By clicking submit below you will be redirected to our booking system to lock in your Initial Consultation via either video meeting (a Zoom invite link will be included in your calendar invite) or phone call.

If you can't find a time slot that is appropriate for you, we are very accomodating and invite you to contact us directly to arrange an out of hours appointment.
Should be Empty:

Preliminary Information

Let's talk about why you're here...

Personal Balance Sheet

Personal Profit & Loss

Congratulations your form is complete!