Fact Find 0722

First NameMiddle NameLast Name

Street Address

Street Address Line 2

City/SuburbState

Postcode

Australian citizen/Perm residentOther

Yes - (A $500 discount is available for the second piece of advice).No

First NameMiddle NameLast Name

Australian citizen/Perm residentOther

Fees listed above are upfront advice fees and are based on time, complexity and value added. Additional fees may apply (ie admin, implementation, additional services not listed etc) and be will included in your statement of advice for your approval prior to implementing.

Protect (Insurance Only)Start (Super + Insurance)Grow (Super + Insurance + Wealth + Property + Debt)Enjoy (Super + Insurance + Wealth + Property + Debt + Retirement)

Make sure my/our family do not experience financial hardship in the event of illness, accident or death.Review my/our current insurance to make sure it is still adequateReview current insurance with a view to reduce costs where possibleI/we want options, value and peace of mind in my/our insurance coverI/we would like to consider if having some or all of my/our insurance inside super is appropriateI/we don't want insurance cover that decreases automatically as I/we grow olderI want control over whether my insurance decreases or increases automaticallyIn the event of an illness, accident or death I/we would like a simplified claims processOther

Short (0-12 months)Medium (1-3 years)Long (3 years +)

I/we want to review my/our current super fund/s to ensure investments are still appropriateI/we would like to easily manage all my/our investments, including super in the one placeI/we would like to make sure my/our super investments are continuing to performI/we are open to contributing more to super to boost my/our retirement savingsI/we would like assistance in reviewing and changing my/our investments in super, if and when neededI/we would like more control over, and have a better understanding of my/our investments.I/we want to have a wide range of options and features in super to provide flexibility to adjust when requiredOther

Short (0-12 monthsMedium (1-3 years)Long (3 years +)

I/we would like to commence a regular savings/investment plan and would like guidanceI/we would like to review my/our current savings strategyI/we are open to borrowing to invest if this will increase my longtime savings strategy, and understand the risks.I/we would like recommendations as to where to invest my/our surplus cashI/we would like to optimise my/our investments in conjunction with other areas of my financesI/we would like to save for a short term goal (e.g home deposit, car, overseas holiday etc)I/we would like the confidence that my/our investments will be adjusted when required by a professionalOther

Short (0-12 monthsMedium (1-3 years)Long (3 years +)

I/we would like to review my/our current retirement strategyI/we do not have a retirement strategy and would like professional assistance to create oneI/we would like to model strategies that could improve my/our retirement prospectsI/we would like to improve my/our current financial assets in time for retirementI/we would like to know what my ideal retirement could look likeI/we would like confidence that I/we can maintain a comfortable lifestyle in retirementI/we would a retirement strategy that can be adjusted when needed, to make sure I stay on trackOther

Short (0-12 monthsMedium (1-3 years)Long (3 years +)

I/we would like to be able to purchase an investment property with superI/we have a property in the SMSF and not sure what to do with the excess fundsI/we would like to review the current SMSF strategyI/we am/are unsure if the current SMSF strategy is still right for me/usI/we am/are not sure if an SMSF is still right for me/usOther

Short (0-12 monthsMedium (1-3 years)Long (3 years +)

Budgeting and Cashflow

Home ownerRenterOther