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Fact Find

"*" indicates required fields

About You

Tell us a little about yourself
Name*
DD slash MM slash YYYY
Your Partner's Name*
DD slash MM slash YYYY
Do you have any Children/Dependents?*
Please provide details*
Please click + Symbol for additional Children/Dependants
Name
Date of Birth
 

How can we reach you?

Please provide your contact details so we can get in touch when needed.
Home Address*
Is your postal address the same as your home address?*
Postal Address*

What do you do for work?

We'll need these details to help us build your financial plan.
Employment Details*
Click the + symbol to add a new line for additional employment
Employer
Occupation
Hours per Week (approx)
Annual Wage (approx)
 
Self-Employment Details*
Click the + symbol to add a new line for additional employment
Name of Business
Type (ie. Company, Sole Trader, Partnership, Trust)
Occupation
Your annual income from business (approx)
 
Do you receive the Government Age Pension?*
Do you receive an allocated pension (from your own super)?
Allocated Pensions Details*
Name of Fund
Monthly Amount
 
Do you have a confirmed employment arrangement lined up in the near future?*
Please detail your future Employment Arrangement
Employer
Occupation
Hours per week (Approx)
Annual Wage (Approx)
Do you have any sources of income other than those already mentioned?*
This could include any income from rent, investments, dividends, government allowances or payments, pensions, transition to retirement arrangements or any other ongoing income not already disclosed.
Other sources of income*
Click the + symbol to add a new line for additional incomes
Description
Annual Income Received (Approx.)
 
Employment Details - Partner*
Click the + symbol to add a new line for additional employment
Employer
Occupation
Hours per Week (approx)
Annual Wage (approx)
 
Self-Employment Details - Partner*
Click the + symbol to add a new line for additional employment
Name of Business
Type (ie. Company, Sole Trader, Partnership, Trust)
Occupation
Your annual income from business (approx)
 
Does your partner receive the Government Age Pension?*
Does your partner receive an allocated pension (from their super)?
Allocated Pensions Details - Partner*
Name of Fund
Monthly Amount
 
Does your partner have a confirmed employment arrangement lined up in the near future?*
Please detail your partner's future Employment Arrangement
Employer
Occupation
Hours per week (Approx)
Annual Wage (Approx)
Does your partner have any sources of income other than those already mentioned?*
This could include any income from rent, investments, dividends, government allowances or payments, pensions, transition to retirement arrangements or any other ongoing income not already disclosed.
Other sources of income - Partner*
Description
Annual Income received (Approx)
 

Tell us about your Superannuation

Do you have any Superannuation?*
Your Super*
If multiple funds, please click the + symbol to add a new line.
Fund Name
Amount
 
Does your Partner have any Superannuation?*
Your Partner's Super*
If multiple funds, please click the + symbol to add a new line.
Fund Name
Amount
 

Your Assets

Tell us about what you (and/or your partner) own.
Do you own your Home?*
Do you intend on buying a home soon?*
Please enter a number from 50000 to 100000000.
Do you (or your partner) own any investment properties?*
Investment Property Details*
If multiple properties, please click the + symbol to add a new line. Please include details of any properties purchased, but not yet settled.
Address
Estimated Value
Monthly Rent
Owner (ie. You, Partner, Joint)
 
Do you (or your partner) own any Investments other than Property or Super?*
Investments*
Please click the + symbol to add a new line for each Investment. These can include (but not limited to) Savings, Shares, Managed Funds, Equity in a Business or anything else you consider an investment for future benefit.
Description of Investment
Estimated Value
 
Please list any personal or other assets*
Please click the + symbol to add a new line for each Asset. These can include (but not limited to) Vehicles, Home Contents, Cash, Jewellry etc.
Description of Asset
Estimated Value
 

Your Liabilities

Tell us a bit about what you (and/or your partner) owe to the bank or any other lenders.
Do you (or your partner) have any Liabilities?*
Any loans you may have including Mortgages, Car loans, HECS-HELP, tax debts, personal loans, money owed to friends or family etc.
Liabilities*
If multiple debts, please click the + symbol to add a new line.
Lender
Type (ie. Home Loan, Car Loan, Credit Card)
Amount Owing
Facility Limit
Repayment Amount
Repayment Frequency (ie. Monthly, Weekly)
 

Personal Insurance & Estate Planning

Please tell us what you have in place to protect yourself, your wealth and your family.
Do you have any of the following Insurance Cover?*
Life Insurance Details*
Click the + symbol if more than one policy
Insurer
Amount Insured
Monthly Premium (Cost)
 
TPD Insurance Details*
Click the + symbol if more than one policy
Insurer
Amount Insured
Monthly Premium (Cost)
 
Income Protection Details*
If you have more than one income protection policy please list the most comprehensive one here and give details of any other in the comments section below.
Insurer
Monthly Amount Insured
Monthly Premium (Cost)
Trauma Insurance Details*
Click the + symbol if more than one policy
Insurer
Amount Insured
Monthly Premium (Cost)
 
Health Insurance Details*
Insurer
Monthly Premium
Are any of your insurance premiums paid for through Super?*
Which of your insurance premiums are paid through Super?*
Does your partner have any of the following Insurance Cover?*
Life Insurance Details - Partner*
Click the + symbol if more than one policy
Insurer
Amount Insured
Monthly Premium (Cost)
 
TPD Insurance Details - Partner*
Click the + symbol if more than one policy
Insurer
Amount Insured
Monthly Premium (Cost)
 
Income Protection Details - Partner*
If you have more than one income protection policy please list the most comprehensive one here and give details of any other in the comments section below.
Insurer
Monthly Amount Insured
Monthly Premium (Cost)
Trauma Insurance Details - Partner*
Click the + symbol if more than one policy
Insurer
Amount Insured
Monthly Premium (Cost)
 
Health Insurance Details - Partner*
Insurer
Monthly Premium
Are any of your partner's insurance premiums paid for through Super?*
Which of your partner's insurance premiums are paid through Super?
Do you have a Will?*
Is your Will up to date?*

Your Goals & Objectives

In order to help you as much as we can, please tell us a little about why you'd like to work with us.
Areas You Would like to Discuss*
Please select all options that you are interested in.
Please details any specific goals you may have.
If applicable, In your own words, please tell us any specific goals you might have. These may include goals such as: "make sure I have enough money in retirement," "Get Income Protection to protect myself and family," or "Gain piece of mind that I'm doing everything I can to ensure financial security." Don't despair if you can't think of any, as we can help you formulate some goals to aim for.

And Finally...

Please tell us any other relevant information that may not have fit into any of the previous sections...

Submission

Please check the "captcha" field below to help us stop spammers. Then click submit finish.

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“The Advice Hub”
38/33 Milgate Drive
Mornington Victoria, 3931

(03) 5976 8426

[email protected]

Important Info

DFG Wealth is a registered trading name of Advice Loop Pty Ltd ABN 93 635 562 202 AFSL no. 519 172.

Any advice contained on this website is of a general nature only and does not consider your personal situation, therefore, before making any decision, you should consider its appropriateness.

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