• About You Questionnaire

    About You Questionnaire

    Get to know more about you and your priorities
  • Format: 0000 000 000.
  • Format: 0000 000 000.
  • Your individual annual income (before tax), excluding super**
  • Your partner’s annual income (before tax), excluding super*
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  • What best describes your outlook on how to prioritise your money?*
  • Which of these are important to you / which of these are things you're planning for? (please tick all that apply)*

  • An overview of your current situation - please tick all that apply

    A little about how you're going at the moment.
  • Your savings & investments (tick all that apply)*
  • Do you have any investments? (tick all that apply)*
  • Your super (tick all that apply)*
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  • Your personal risk insurance (tick all that apply)*
  • Other financial stuff (tick all that apply)*

  • 0 = Terrible... 5 - Not going backwards, but not really getting ahead either... 10 = There's no room for improvement. I have a sound banking structure. I know how much I earn and spend. My bills are paid on auto pilot. I always have a predictable surplus. I have a healthy emergency fund of 3+ months' expenses..

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  • 0 = Drowning in debt... 5 - I'm keeping on top of my debts, but that's all... 10 = I have no bad debt.

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  • 0 = I have no investments... 5 = I have some investments, but not as much as I should... 10 = I can live off my investments and no longer need to work.

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  • 0 = I have no idea... 5 - I rely on my accountant... 10 = I get what I'm entitled to and have a clear tax strategy.

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  • 0 = What is super? 5 - I know how my super is tracking... 10 = I understand how super works and have everything set up and on track.

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  • 0 = I / we would be stuffed... 5 - I / we wouldn't last a couple of years... 10 = I / we would be fine. I've taken full responsibility for my situation and have a plan.

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  • 0 = Estate what..? 5 = I have a will or beneficiary nomination for super, but no legal or financial advice... 10 = Up to date will (with expert advice), power of attorney, medical directive and correctly structured binding death beneficiary nomination through super - Also have business succession plan (if a business owner)

  • Have you had a thorough review of your financial situation in the last 2 years?*

  • A few final questions...

    Identifying your key concerns and what you want most to get out of our meeting.
  • Which 'Life Stage' best describes your life at present?*
  • How would you rate your quality of life – sense of confidence (financially), ability to get away, satisfaction from your work, income, fun, relationships, etc.?*

  • What are the things that matter most to you? What do you want to achieve by working together?

  • What are the main challenges or concerns that you are facing (financially) today?
    *  
     

  • What are the main opportunities or ideas you have in mind to get ahead right now?
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  • Your level of commitment

    We want to work with people who are motivated to achieving more because they recognise that change is necessary to improve their financial wellness.
  • If we can clearly demonstrate that you'll be better off by working with us, how committed are you to taking action?*
  • Should be Empty: