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.

Your financial objectives

Is there anything specific you wish to discuss at our initial meeting?

Your personal details

Client 1

Given Name

Middle Name

Surname

Sex

Date of birth

Marital status

Citizenship

Client 2

Given Name

Middle Name

Surname

Sex

Date of birth

Marital status

Citizenship

Your contact details

Your home address

Client 1

Best contact number

Client 2

Best contact number

Children

Child 1

Given Name

Middle Name

Surname

Date of birth

Sex

Child 2

Given Name

Middle Name

Surname

Date of birth

Sex

Child 3

Given Name

Middle Name

Surname

Date of birth

Sex

Child 4

Given Name

Middle Name

Surname

Date of birth

Sex

Your employment

Client 1

Occupation type

Employer name

Occupation

Annual income ($)

Client 2

Occupation type

Employer name

Occupation

Annual income ($)

Your assets: Lifestyle

Principal residence

Estimated market value ($)

Owner

Home contents

Estimated market value ($)

Owner

Motor vehicle 1

Estimated market value ($)

Owner

Motor vehicle 2

Estimated market value ($)

Owner

Your assets: Super and Pension

Fund 1

Fund name

Estimated market value ($)

Owner

Fund 2

Fund name

Estimated market value ($)

Owner

Fund 3

Fund name

Estimated market value ($)

Owner

Fund 4

Fund name

Estimated market value ($)

Owner

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

Bank / Institution 1

Asset description

Estimated market value ($)

Owner

Bank / Institution 2

Asset description

Estimated market value ($)

Owner

Bank / Institution 3

Asset description

Estimated market value ($)

Owner

Managed Funds / Shares / Fixed Interest assets

Investment 1

Investment description

Estimated market value ($)

Owner

Investment 2

Investment description

Estimated market value ($)

Owner

Investment 3

Investment description

Estimated market value ($)

Owner

Investment 4

Investment description

Estimated market value ($)

Owner

Your assets: Investment Properties

Property 1

Description / Suburb

Date of purchase

Owner

Price ($)

Estimated market value ($)

Debt ($)

Annual Rent ($)

Property 2

Description / Suburb

Date of purchase

Owner

Price ($)

Estimated market value ($)

Debt ($)

Annual Rent ($)

Property 3

Description / Suburb

Date of purchase

Owner

Price ($)

Estimated market value ($)

Debt ($)

Annual Rent ($)

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

Debt / Lender 1

Description of debt / lender

Owner

Debt ($)

Approximate repayments per month ($)

Debt / Lender 2

Description of debt / lender

Owner

Debt ($)

Approximate repayments per month ($)

Debt / Lender 3

Description of debt / lender

Owner

Debt ($)

Approximate repayments per month ($)

Debt / Lender 4

Description of debt / lender

Owner

Debt ($)

Approximate repayments per month ($)

Pre-meeting questionnaire

Your financial objectives

Your personal details

Your contact details

Children

Your employment

Your assets: Lifestyle

Your assets: Super and Pension

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

Managed Funds / Shares / Fixed Interest assets

Your assets: Investment Properties

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

Business Hours

Balmain

Brighton-Le-Sands

Hurlstone Park

Services