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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Name
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Date of Birth - Partner
*
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Please provide details
*
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Name
Date of Birth
How can we reach you?
Please provide your contact details so we can get in touch when needed.
Phone Number
*
Email
*
Phone Number - Partner
*
Email - Partner
*
Home Address
*
Street Address
Apartment/Suite/Unit Number (if Applicable)
City
State
Post Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
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Botswana
Bouvet Island
Brazil
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Bulgaria
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Burundi
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Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo, Democratic Republic of the
Congo, Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Côte d'Ivoire
Denmark
Djibouti
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Dominican Republic
Ecuador
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Equatorial Guinea
Eritrea
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Ethiopia
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Faroe Islands
Fiji
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France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
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Greenland
Grenada
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Guyana
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Iraq
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Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Korea
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russia
Rwanda
Réunion
Saint Barthélemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia
South Korea
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Is your postal address the same as your home address?
*
Yes
No
Postal Address
*
Street Address
Address Line 2
City
State
Post Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo, Democratic Republic of the
Congo, Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini (Swaziland)
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Korea
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russia
Rwanda
Réunion
Saint Barthélemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia
South Korea
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
What do you do for work?
We'll need these details to help us build your financial plan.
Employment Status
*
Please Select
Employed
Self-Employed
Retired
Home Duties
Unemployed
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)
How long have you been retired for?
*
Do you receive the Government Age Pension?
*
Yes
No
How much Age Pension do you currently receive per fortnight?
*
Do you receive an allocated pension (from your own super)?
Yes
No
Allocated Pensions Details
*
Name of Fund
Monthly Amount
How long have you been unemployed for?
*
Do you have a confirmed employment arrangement lined up in the near future?
*
Yes
No
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.
Yes
No
Other sources of income
*
Click the + symbol to add a new line for additional incomes
Description
Annual Income Received (Approx.)
Approximately how much are you able to save per month?
*
Your Partner's Employment Status
*
Please Select
Employed
Self-Employed
Retired
Home Duties
Unemployed
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)
How long has your partner been retired for?
*
Does your partner receive the Government Age Pension?
*
Yes
No
How much Age Pension does your partner currently receive per fortnight?
*
Does your partner receive an allocated pension (from their super)?
Yes
No
Allocated Pensions Details - Partner
*
Name of Fund
Monthly Amount
How long has your partner been unemployed for?
*
Does your partner have a confirmed employment arrangement lined up in the near future?
*
Yes
No
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.
Yes
No
Other sources of income - Partner
*
Description
Annual Income received (Approx)
Approximately how much does your partner save per month?
*
Tell us about your Superannuation
Do you have any Superannuation?
*
Yes
No
Your Super
*
If multiple funds, please click the + symbol to add a new line.
Fund Name
Amount
Does your Partner have any Superannuation?
*
Yes
No
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?
*
Yes
No
How much do you think it's worth?
*
Do you intend on buying a home soon?
*
Yes, we're currently looking.
Yes, we've put down a deposit!
Not in the near future
Approximately how much are you looking to spend?
*
What's the purchase price?
*
Please enter a number from
50000
to
100000000
.
Do you (or your partner) own any investment properties?
*
Yes
No
Not yet. We have purchased, but yet to settle
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?
*
Yes
No
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.
Yes
No
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
Total & Permanent Disability Insurance (TPD)
Income Protection
Trauma (Critical Illness) Insurance
Health Insurance
None of the Above
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)
What's the waiting period for your Income Protection?
*
30 Days
60 Days
90 Days
6 Months
12 Months
2 Years
Other/Don't Know
What's the Benefit Period for your Income Protection?
*
2 Years
5 Years
6 Years
To Age 65
To Age 67
To Age 70
Don't Know/Other
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?
*
Yes
No
Which of your insurance premiums are paid through Super?
*
Select All
LIfe
TPD
Income Protection
Does your partner have any of the following Insurance Cover?
*
Life Insurance
Total & Permanent Disability Insurance (TPD)
Income Protection
Trauma (Critical Illness) Insurance
Health Insurance (own policy)
Health Insurance (covered under joint policy)
None of the Above
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)
What's the waiting period for your Partner's Income Protection?
*
30 Days
60 Days
90 Days
6 Months
12 Months
2 Years
Other/Don't Know
What's the Benefit Period for your Partner's Income Protection?
*
2 Years
5 Years
6 Years
To Age 65
To Age 67
To Age 70
Don't Know/Other
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?
*
Yes
No
Which of your partner's insurance premiums are paid through Super?
Select All
Life
TPD
Income Protection
Do you have a Will?
*
Yes
No
Is your Will up to date?
*
Yes
No
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.
Super Rollover/Consolidation
Super Contributions
Super Withdrawal
General Super Review
Review Current Insurance
Establish Insurance
Establish Self-Managed Super (SMSF)
Review Current SMSF
Retirement Planning
Establish/Review Pension Arrangements
Invest in Property
Invest in Shares/Managed Funds
General Investment Advice
Review/Establish Borrowing Arrangements
Estate Planning
Other
Please Describe...
*
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...
Comments
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