Fact Find - this info is crucial in putting together a really good plan for you.

Reasons for seeking this advice *
Tick all that apply
If you are doing this with your partner then please have them fill out a separate form
Just an estimate is fine for now
Includes cash in bank, car, furniture, property, shares... If you think you may have more than $50,000 we'll contact you.
When do you want to retire *
Just tick each box you think sounds good
If you want to discuss it or owe over $20k we will give you a call
Just select the one you think - when we search for your super we will find out exactly what you have in any event. Most people have standard insurances like Life, TPD, IP and / or Trauma included in their super. If you don't know about it that's normal.
If you think you have some insurances held privately and you don't know the details please just tell us what you think.
Lifestyle Goals *
Tick all that you think apply
Names / details of any entities - companies, trusts, SMSFs...
Put if you are a student and details of any jobs you have: Employer name, position, FT / PT / Casual / Self employed / contractor, salary / hourly rate.
Just be honest - it will help us get you the right insurance and we keep it hush hush
It's important you right down anything you think of, anything that is in your family - any injuries or illnesses and if you remember something or something happens in the future you should send us a quick email to let us know
If you are university select based on what you think will likely be your future industry
This is for your super so likely just leave it as >10 years
Investments can be unpredictable and returns can go up and down which may result in short term losses. How would you react if your investment portfolio decreased by 20%, after six months of investing
We assume you do have a preference for Ethical Investments, Environmental and Social Investments *
If not select the box that applies

Risk profile - this will help us choose wise investments for you


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