About You Questionnaire
Title
* First Name * Last Name DOB / /
Contact Details
Home
* Address
* Suburb * State
* Postcode
Postal As above
Home Phone
 
Mobile Phone
Work Phone
* Email Address
Dependants
Name DOB Sex Year at School
/ /
SMSF, Trusts & Companies
Type Name
 
Employment
Status
Occupation
Employer
Lifestyle Asset
Type * Description * Owner * Value
Total $0
Investment Asset
Type Description * Owner * Value
Total $0
Liabilities
Type Bank * Owner * Balance
Total $0
Superannuation & Retirement Funds
Type Fund * Owner * Value
Total $0
Personal Annual Income
Type
Base Salary
- Employer Super Contributions
- Salary Sacrifice Contributions
- Other Salary Package Items
Bonus
Net Rental Income
Net Investment Income
Other
What is your current monthly savings?
Are you a smoker?
Health Status
Personal Insurance
Type * Owner * Life Insured * Insured Amount Annual Premium
Estate Planning
Do you have a will
Do you have a power of attorney
Retirement
Desired Retirement Age Desired Retirement Income
Short term (next 12 months)
(Characters remaining 500)
Medium term (1 to 3 years)
(Characters remaining 500)
Long term (over 3 years)
(Characters remaining 500)
Please ensure you complete the 'compulsory fields' and answer all the questions.
 
Please press 'SEND' once only. The questionnaire may take a few minutes to generate.