To complete this questionnaire you will require information on your – income, assets, liabilities, superannuation and insurance.
Please make sure you have this information handy and have 15 minutes available to complete the questionnaire.
Data Security - your data transfer is protected by SSL an encryption process which is typically used to secure credit card transactions, data transfer and logins if you want more information about this security click here - what is SSL
Once sent to your adviser your data is stored in a database housed with Microsoft Azure an industry leader in customer advocacy and privacy protection. Azure has more certifications than any other cloud provider and a unique data residency guarantee. If you want more information about this security please click here Azure
You will not be able to save the data half way through and then resume at a later time.