Client Snapshot

Client Snapshot
Tell Us About You

Any information you provide will be kept in strict confidence and in accordance with the Privacy Act 1988 (Cth) and will not be disclosed to any third parties without your consent.
What is your name?
Date of Birth

DayMonthYear
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mobile Number
Please enter a valid phone number.
E-mail
Do you have a spouse?

YesNo
What is your spouse's name?
What is your spouse's date of birth?
What is your occupation?
What is your gross annual income?
What is your spouse's annual income?
What is your combined approximate savings per year?

Dependants

What areas would you like to discuss?

Build wealth and accumulate assets tax-effectively for retirement.Build wealth (other than for retirement) tax-effectively.Review your current investments to determine if they are aligned to your goals.Diversify your assets across a broader range of investments.Have more control over, and have a better understanding of your investments.Manage your income and cash flow to improve your financial position.Secure your standard of living in retirement by producing a stable income.Protect yourself and/or your family in case of illness, accident or death.Provide for your beneficiaries in a secure and tax-effective way.Save for a short-term goal (e.g. home deposit, overseas holiday).Ensure your mortgage is paid off by retirement.Consider ways to manage your investments with professional assistance.
Are there any other areas you would like to discuss?

Assets and liabilities

If you have insurances, please indicate the type and sums insured.

	Monthly Benefit	Waiting period	Benefit expiry age
Income Protection