Fact Find

FACT FIND
Whether you're looking to grow your business value and profits, or fuel your family's future, we have the experts all under one roof to help you achieve your goals - and more.

Please provide an overview of your financial position, and outline the key issues you want to address, so we can maximise our time together during the discovery meeting.

Read our Privacy Policy for details of how we use any information you provide.
Contact details
Your name

First NameMiddle NameLast Name
Spouse / Partner / Other (Person 2)

First NameMiddle NameLast Name

Basic details

Your email (primary)
Person 2's email (if different
If joint submission, what is your relationship?

Married / DefactoOther
Financial dependents
Are you a smoker?

SmokerNon-smoker
Person 2: Are you a smoker?

Person 2: SmokerPerson 2: Non-smoker
What is your primary reason for contacting us?

BUSINESS: start, grow, buy or sell your business, and everything in betweenFINANCE: Buy a property, or get a better rate on an existing home / commercial loanWEALTH: Build and protect personal wealth; plan for a secure retirementTAX: Personal income taxOther

	You	Person 2
Retirement age

Please enter your annual income sources (before tax):

Annual income - You
Annual income - Person 2
Total annual household income
What annual household income would you like in retirement?
Same as current income? Less? More?

Assets - property
Properties:
Associated liabilities:
To get a FREE loan review to see if you're paying too much on an existing loan, upload a copy of a recent loan statement:

Upload a File

Cancelof

Super (including SMSFs)
Do you have:

WillPowers of attorneySuperannuation death benefit nomination
Please state your Super Death Benefit nomination
Person 2: Do you have:

WillPowers of attorneySuperannuation death benefit nomination
Person 2: Super Death Benefit nomination
Insurance cover
Insurance cover

And finally...
What does financial success look like for you in 5 years' time?
Please upload any relevant documents as requested:

Upload a File
Eg last year's tax return, business plan, super fund statements, loan statements, payslip, existing budget, financials Cancelof

	You	Person 2
Business name
Your title
Industry / description
Business structure type
How many years have you owned it?
Net profit last fin year ($)

	You	Person 2
Permanent resident
First home buyer
Director
Guarantor
Any credit impairment or bankruptcy?
Any arrear in respect to current debts?

FACT FIND