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Home
About Us
Initial Meeting
Advice Presentation Meeting
Services
Retirement Planning
Superannuation
Self Managed Superannuation Fund
Investments
Life Insurance
Age Pension & Centrelink
Tools
Blogs
Contact Us
Client Information Form
Step
1
of
4
25%
Personal Details
Title
Name
(Required)
First
Last
Address
Marital Status
Date of Birth
DD slash MM slash YYYY
Home Number
Mobile Number
Work Number
Email
Do you smoke?
Yes
No
Employment Details
Occupation
Employer
Employment Type
Full-time
Part-time
Casual
Self-employed
Gross income per annum
Estate Planning
Do you have a Will?
Yes
No
Do you have a Power of Attorney?
Yes
No
Do these need updating?
Yes
No
Personal Insurances
Do you have life/TPD cover? (including in superannuation)
Yes
No
Do you have Income Protection cover? (including in superannuation)
Yes
No
Do you have trauma (critical illness) cover?
Yes
No
Have you had your insurance needs recently reviewed (within 2 yrs) to protect you and your family from death, disablement, injury or illness?
Yes
No
Do you have a partner?
(Required)
Yes
No
Your partner's details
Title
Name
First
Last
Address
Contact Number
Date of Birth
DD slash MM slash YYYY
Email
Do you smoke?
Yes
No
Employment Details
Occupation
Employer
Employment Type
Full-time
Part-time
Casual
Self-employed
Gross income per annum
Estate Planning
Do you have a Will?
Yes
No
Do you have a Power of Attorney?
Yes
No
Do these need updating?
Yes
No
Personal Insurances
Do you have life/TPD cover? (including in superannuation)
Yes
No
Do you have trauma (critical illness) cover?
Yes
No
Do you have Income Protection cover? (including in superannuation
Yes
No
Have you had your insurance needs recently reviewed (within 2 yrs) to protect you and your family from death, disablement, injury or illness?
Yes
No
Children and/or Financial Dependents
Name
D.O.B
Add
Remove
Your objectives and/or comments
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Remove
Financial Details
Assets
Assets
Description
Owner
Value($)
Add
Remove
Please include all properties, cars, boats, caravans, cash, shares, businesses and other assets.
Debts
Debt
Description
Owner
Value($)
Add
Remove
Please include loans for all homes, land, investment, business, personal, credit cards and other loans.
