Bell Partners - Queensland - Wealth Creation

1

I need help with* This field is required.

Retirement Planning

Wealth Creation & Management

Business Planning and Exit Strategy

Wealth Protection

Inheritance

Superannuation

Other

2

How many years until you would like to retire?* This field is required.

1-2 years

3-5 years

5-10 years

10+ years

4

Do you have exisiting insurance?* This field is required.

YESNO

5

What type of fund do have currently?* This field is required.

Retail

Industry

Self-Managed Super Fund

6

What is your annual Revenue?* This field is required.

Less than $100k/year

Between $100k - $1m/year

$1m - $20m/year

$20 million+/year

7

Is that across one business?* This field is required.

YESNO

8

What value of assets would you like advice on?* This field is required.

Less than $500k

$500k - $2m

$2m - $5m

$5m+

9

I am interested in* This field is required.

Establishing tax effective strategies

investment portfolio

Property Portfolio

increased cash flow

10

Do you have exisiting structures?* This field is required.

YESNO

11

Do you have prior experience with investing?* This field is required.

YESNO

13

What is your household income?* This field is required.

Less than $150k

$150k-$350k

$350k-$600k

$600k+

14

What type of insurance do you need?* This field is required.

Income Protection

Death and Disablement

Trauma

All of the above

15

What is your personal annual income?* This field is required.

Less than $100k

$100-$200k

$200-$500k

Greater than $500k

16

Have you engaged a financial advisor in the past?* This field is required.

YESNO

17

Was it a positive experience?* This field is required.

YESNO

18

Please enter your Full Name* This field is required.

First Name

Last Name

19

Please enter your Email* This field is required.

example@example.com

20

Please enter your Phone Number* This field is required.

Please enter a valid phone number.