Questionnaire

The form on this page captures basic information about yourself, both personally and financially.

Once you fill in the information, click "Submit". One of our experienced financial advisers will review the information you provide and contact you within 1 business day to see if we can assist with achieving your goals.

Name *
Name
Relationship Status
Are you a smoker?
Do you have any children or dependents?
If you answered yes to the above or are considering children in the near future, please tell us more. Things to consider are the age of your children, if you intend for them to attend private school, or any other financial matters you would like to tend to for your children.
Tell us about you do for a living. Things to consider include occupation, income, and if you are self-employed.
Tell us about your assets. This can include your home or investment properties, car(s), shares and investments, and any other significant assets.
Tell us about any loans you have, including mortgages, car loans, student loans, credit card debts, or personal loans.
Superannuation Type
What type of superannuation fund do you hold? Select the one that applies best to you.
In your own words, tell us more about your superannuation fund(s). Things to consider include the balance of your fund(s), the investments within your fund(s), and if there are any insurance cover with your fund(s). If you have different types of funds, you can list them here.
Tell us about the financial goals you would like to achieve in the next 10 years.
Tell us about any financial concerns that you currently have.