AstuteWheel Advise | Client Engagement Platform

Changed employer

Yes

No

N/A

Increased or decreased your income needs?

Yes

No

N/A

Substantially increased or decreased your income?

Yes

No

N/A

Purchased or sold any investments?

Yes

No

N/A

Increased or decreased your capacity to save?

Yes

No

N/A

Received an inheritance?

Yes

No

N/A

Purchased or sold any investments?

Yes

No

N/A

Do you foresee any major expenditure this year eg. holiday, car or medical?

Yes

No

N/A

Received an inheritance or other lump sum?

Yes

No

N/A

Have any of your children: married, divorced or had children?

Yes

No

N/A

Implemented or cancelled any life insurance?

Yes

No

N/A

Have you had any health issues?

Yes

No

N/A

Do you foresee any major expenditure in the next year?

Yes

No

N/A

Are you considering an assisted living or aged care facility in the next few years?

Yes

No

N/A

Have any children been born, left school or left home?

Yes

No

N/A

Any other relevant changes?

Yes

No

N/A

Are you intending to retire in the next five years?

Yes

No

N/A

Any other relevant changes?

Yes

No

N/A

Review Changes Questionnaire

Please select employment status to view the questions

Please check the box that reflects your present situation :

Comment

Review Changes Questionnaire

Please select employment status to view the questions

Please check the box that reflects your present situation :

Comment

Important notice:

Changes questionnaire