Getting to know you with some big picture information

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News & Insights
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

Client 2

Name *

First

Last

What is your age? *

Under 35 36-45 46-55 56-65 Over 65 Prefer not to say

What is you age? *

Under 35 36-45 46-55 56-65 Over 65 Prefer not to say

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

What is your household income? *

Less than $50,000 $50,001 - $100,000 $100,001 - $150,000 $150,001 - $200,000 Greater than $200,000 Prefer not to say

What Help Are You Looking For?

What is your biggest financial concern right now? *

What are your longer-term financial goals? *

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

Have you received financial advice before? *

What was the result? *

Is there anything else you think we should know? *

How did you hear about us? *

Internet Search Advertisement Friend Accountant/Lawyer Other

Where You Are Financially Right Now

Do You Have? *

Your Own Home Investment Property Land Business Ownership Shares Managed Funds Term Deposits Account Based Pension Defined Benefit Pension Debts Other

If other, please provide detail *

What is the Total Value of Your Investments? *

Less than $250,000 $250,001 - $500,000 $500,001 - $750,000 $750,001 - $1,000,000 More than $1,000,000 Prefer not to say

This includes investment property, super balances, shares, bank accounts etc

How much debt do you have? *

I have no debt Less than $250,000 $250,001 - $500,000 $500,000 - $1,000,000 More than $1,000,000 Prefer not to say

This includes your home loan and investment debt

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 *

Submit

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