Pre-meeting questionnaire

Thank you for completing this form. The purpose of this questionnaire is to provide us with a snapshot of your financial situation prior to our initial meeting.
We look forward to meeting with you to discuss your financial goals and objectives.

Pre-meeting questionnaire

Your financial objectives

Your personal details

Client 1
Client 2

Your contact details

Client 1
Client 2

Children

Child 1

Child 2

Child 3

Child 4

Your employment

Client 1

Client 2

Your assets: Lifestyle

Principal residence

Home contents

Motor vehicle 1

Motor vehicle 2

Your assets: Super and Pension

Fund 1

Fund 2

Fund 3

Fund 4

Your assets: Cash / Term Deposits / Cash in Offset Accounts

Bank / Institution 1

Bank / Institution 2

Bank / Institution 3

Managed Funds / Shares / Fixed Interest assets

Investment 1

Investment 2

Investment 3

Investment 4

Your assets: Investment Properties

Property 1

Property 2

Property 3

Your liabilities: Home Loans / Investment Loans / Personal Loans / Leases / Credit Card Debt

Debt / Lender 1

Debt / Lender 2

Debt / Lender 3

Debt / Lender 4