New Customer Registration Form
Customer Details:
Full Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
E-mail
example@example.com
How did you hear about us?
*
Please Select
Newspaper
Internet
Magazine
Other
Please Specify
*
Tell us in your own words what your main concerns are financially?
In your own words what areas would you like to improve on financially?:
Are you interested in finding an investment property/ies that suits your future financial goals?
Yes
No
Maybe
What do you do for a living?
Combined Household income? (Gross income per year including Spouse income (if applicable)
Combined tax payable for the household?
Value of property assets? (please include home, investments and total value?
Current debts remaining? (please include all debts owing on PPR mortgage, investment loans, car loans and any other liabilities
Other income (Please include investment income (if any) for investments/properties gross per year)
Do you have children, if so please advise how many dependants?
How much do you currently have in savings including offsets/redraws?
Which superfund are you currently with?
How much superannuation do you have?
Have you considered Self Managed Super Fund?
Please describe how you feel regarding the performance of your current investment and superannuation?
What is the most important thing to you when considering investments?
Do you have relevant insurance to cover your income in the unlikely event of something happening that prevents you from working?
Please upload your last payslip or tax return for assessment. (Note this is a secure upload)
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Please upload any other information you feel relevant when looking to your future investments?
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