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About You Questionnaire

General details

Client
Partner

Health & Lifestyle

Contact Details

Children's details

Name
Date of birth
Gender
Year at School
Living at home
 

Related Entities

Name
Type

Lifestyle Assets

Type
Description *
Owner *
Value *

Investment Assets

Type
Description
Owner *
Value *
Net income (estimate) *

Liabilities

 
Repayments
Type
Lender
Borrower *
Balance *
Int't rate
Type 
Amount
Frequency

Superannuation Assets

Member *
Fund name
Member Number
Phase
Account balance *
Annual pension

Employment







Expenses

Insurance policies

 
Cover amount
Premium
Insurer
Owner *
Life Insured *
Life
TPD
Trauma
IP (mthly)
Amount
Frequency

Will

Attorney's


Retirement

Personal Goals & Objectives

What are your personal financial and lifestyle goals for the future?

Please ensure you complete the 'compulsory fields' and answer all the questions.