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.
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.
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
We should be in touch in the next few days (or sooner hopefully) to tell you where we are at with your customised Fin15 strategy