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  • 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

  • Basic details
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  • Financial dependents
  • Are you a smoker?
  • Person 2: Are you a smoker?
  • What is your primary reason for contacting us?

  • Business - Top 3 priorities

  • Top 3 business priorities:

  • Personal wealth - Top 3 priorities

    What are your priorities for contacting us? What do you most want to achieve?
  • Top 3 personal wealth priorities:

  • What age would you like to retire?
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  • Current address

  • Does person 2 also reside at this address?
  • Have you lived here longer than 3 years?
  • Ownership of current residence

  • How did you hear about us?

  • Referral

  • Income

  • Please enter your annual income sources (before tax):
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  • Primary business details
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  • Current employment details
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  • Assets - property

  • Properties:
  • Associated liabilities:
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  • Other assets

  • Other Liabilities

  • Super (including SMSFs)

  • Do you have:
  • Person 2: Do you have:

  • Insurance cover

  • Insurance cover

  • And finally...

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    Cancelof
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    • Office use 

    • CLIENT DECLARATION

       

       

      Signature - Person 1:   ____________________________________________________________

       

      Print name:                  ____________________________________________________________

       

       

       

      Signature - Person 2:   ____________________________________________________________

       

      Print name:                  ____________________________________________________________

    • Notes 
    • Current professional services 
    • Current professional services
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    • Additional Business info 
    • Additional wealth info 
    • Additional finance info 
    • Check box if YES
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    • You - Previous residential address
    • How long were you at the previous address?
    • Person 2 - Current residential address
    • Ownership of Person 2 current residence

    • How long has Person 2 been at this current address?
    • Person 2 - Previous residential address
    • Previous employment details (if less than 3 years)
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    • Person 1: How long in current position?
    • Person 2: How long in current position?
    • Assets: Motor vehicles
    • Assets: Personal savings
    • General living expenses - (per month)
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    • Special loan features

    • Additional ITR info 
    • Should be Empty: