Getting to know you with some big picture information

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Approach
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About
Contact

Part 1 - Just The Big Picture Information To Start

Collecting a little information up-front means we spend more of our one-on-one time talking about you.

About You

* Indicates required field

Client 1

Name *

First

Last

What is your date of birth? *

What do you do for a living? Who do you work for? *

What is your income? *

Client 2

Name *

First

Last

What is your date of birth? *

What do you do for a living? Who do you work for? *

What is your income? *

What Help Are You Looking For?

What is your biggest financial concern? *

Is there anything else you think we should know? *

How is it you'd like us to help? What do you want from this relationship? *

What are your longer-term financial goals? *

Have you received financial advice before? *

Yes No

What was the result? *

How did you hear about us? *

Internet Search Social Media Referred by a Friend Referred by an Accountant or Lawyer Other

Where Are You Financially?

Do you own your HOME? *

Yes No

How much is it worth? *

Any Debt? *

Do you have INVESTMENT PROPERTY? *

Yes No

What is it valued at? *

Any Debt? *

Do you own a BUSINESS? *

Yes No

What is your business worth? *

Any Debt? *

Do you have SUPERANNUATION? *

Yes No

What are the balances? *

Any Debt? *

Do you have any SHARES? *

Yes No

What are they currently worth? *

Any Debt? *

Do you have MANAGED FUNDS? *

Yes No

How much have you currently invested? *

Any Debt? *

Do you have a PENSION Account? *

Yes No

What is the investment balance? *

Do you have TERM DEPOSITS? *

Yes No

How much? *

Do you have other money with the BANK? *

Yes No

Balances? *

If OTHER, please provide detail *

Email *

Phone Number *

Yes, I would like to be kept up-to-date on current financial issues, investing and other special topics *

Yes No

I agree to receiving marketing and promotional materials

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Anthony Sandercock (AR 287974) and TTLB Investments Pty Ltd T/A wetalkmoney (CAR 467267) are authorised representatives of
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