A2M : $8.77  
AFI : $7.12  
AGL : $9.66  
AIA : $6.91  
ALD : $25.41  
ALL : $31.95  
ALQ : $10.29  
ALU : $27.00  
ALX : $5.50  
AMC : $14.43  
AMP : $1.40  
ANN : $37.07  
ANZ : $26.82  
ARG : $8.43  
AST : $1.66  
ASX : $68.35  
AWC : $1.72  
AZJ : $3.94  
BEN : $10.11  
BHP : $50.61  
BLD : $5.24  
BOQ : $8.93  
BPT : $1.66  
BRG : $28.31  
BSL : $17.46  
BXB : $9.91  
CAR : $19.17  
CBA : $83.82  
CCL : $13.40  
CGF : $6.66  
CIM : $21.77  
COH : $214.48  
COL : $16.06  
CPU : $13.29  
CSL : $270.54  
CWN : $10.09  
CWY : $2.21  
DMP : $95.57  
DOW : $5.27  
EBO : $26.54  
EVN : $4.15  
FBU : $6.07  
FMG : $25.27  
FPH : $26.84  
HVN : $5.30  
IAG : $5.12  
IEL : $28.29  
IFT : $6.73  
IGO : $7.20  
IPL : $2.65  
JBH : $45.59  
JHX : $37.90  
LYC : $5.66  
MCY : $5.61  
MEZ : $5.22  
MFG : $45.51  
MIN : $39.73  
MPL : $2.77  
MQG : $145.45  
NAB : $25.13  
NCM : $24.74  
NEC : $2.92  
NIC : $1.49  
NST : $10.03  
NWL : $14.59  
NXT : $11.35  
ORG : $4.67  
ORI : $15.36  
OSH : $4.34  
OZL : $22.61  
PME : $45.27  
QAN : $5.11  
QBE : $9.54  
QUB : $3.14  
REA : $142.77  
REH : $16.59  
RHC : $68.20  
RIO : $129.30  
RMD : $25.02  
RWC : $4.44  
S32 : $2.86  
SEK : $26.02  
SHL : $33.07  
SOL : $29.80  
SPK : $4.36  
STO : $7.35  
SUN : $10.29  
SVW : $22.25  
TAH : $4.58  
TLS : $3.16  
TPG : $6.80  
TWE : $11.19  
WBC : $24.36  
WES : $50.41  
WOR : $11.17  
WOW : $40.15  
WPL : $25.49  
WTC : $27.59  
XRO : $120.11  
Z1P : $10.92  
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Fact Find

  • About You

    Tell us a little about yourself
  • Date Format: DD slash MM slash YYYY
  • Date Format: DD slash MM slash YYYY
  • Please click + Symbol for additional Children/Dependants
    NameDate of Birth 
  • How can we reach you?

    Please provide your contact details so we can get in touch when needed.
  • What do you do for work?

    We'll need these details to help us build your financial plan.
  • Click the + symbol to add a new line for additional employment
    EmployerOccupationHours per Week (approx)Annual Wage (approx) 
  • Click the + symbol to add a new line for additional employment
    Name of BusinessType (ie. Company, Sole Trader, Partnership, Trust)OccupationYour annual income from business (approx) 
  • Name of FundMonthly Amount 
  • EmployerOccupationHours per week (Approx)Annual Wage (Approx)
  • 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.
  • Click the + symbol to add a new line for additional incomes
    DescriptionAnnual Income Received (Approx.) 
  • Click the + symbol to add a new line for additional employment
    EmployerOccupationHours per Week (approx)Annual Wage (approx) 
  • Click the + symbol to add a new line for additional employment
    Name of BusinessType (ie. Company, Sole Trader, Partnership, Trust)OccupationYour annual income from business (approx) 
  • Name of FundMonthly Amount 
  • EmployerOccupationHours per week (Approx)Annual Wage (Approx)
  • 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.
  • DescriptionAnnual Income received (Approx) 
  • Tell us about your Superannuation

  • If multiple funds, please click the + symbol to add a new line.
    Fund NameAmount 
  • If multiple funds, please click the + symbol to add a new line.
    Fund NameAmount 
  • Your Assets

    Tell us about what you (and/or your partner) own.
  • Please enter a number from 50000 to 100000000.
  • If multiple properties, please click the + symbol to add a new line. Please include details of any properties purchased, but not yet settled.
    AddressEstimated ValueMonthly RentOwner (ie. You, Partner, Joint) 
  • 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 InvestmentEstimated Value 
  • 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 AssetEstimated Value 
  • Your Liabilities

    Tell us a bit about what you (and/or your partner) owe to the bank or any other lenders.
  • Any loans you may have including Mortgages, Car loans, HECS-HELP, tax debts, personal loans, money owed to friends or family etc.
  • If multiple debts, please click the + symbol to add a new line.
    LenderType (ie. Home Loan, Car Loan, Credit Card)Amount OwingFacility LimitRepayment AmountRepayment Frequency (ie. Monthly, Weekly) 
  • Personal Insurance & Estate Planning

    Please tell us what you have in place to protect yourself, your wealth and your family.
  • Click the + symbol if more than one policy
    InsurerAmount InsuredMonthly Premium (Cost) 
  • Click the + symbol if more than one policy
    InsurerAmount InsuredMonthly Premium (Cost) 
  • 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.
    InsurerMonthly Amount InsuredMonthly Premium (Cost)
  • Click the + symbol if more than one policy
    InsurerAmount InsuredMonthly Premium (Cost) 
  • InsurerMonthly Premium
  • Click the + symbol if more than one policy
    InsurerAmount InsuredMonthly Premium (Cost) 
  • Click the + symbol if more than one policy
    InsurerAmount InsuredMonthly Premium (Cost) 
  • 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.
    InsurerMonthly Amount InsuredMonthly Premium (Cost)
  • Click the + symbol if more than one policy
    InsurerAmount InsuredMonthly Premium (Cost) 
  • InsurerMonthly Premium
  • 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.
  • Please select all options that you are interested in.
  • 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...
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